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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,427 | $80,992+10.4% | $96,534-7.4% | $75,173+19.0% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.88%-25.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,581 | $2,283+13.1% | $2,965-13.0% | $2,671-3.4% |
| Participant deferral / active EE | $3,525 | $3,929-10.3% | $4,851-27.3% | $4,126-14.6% |
| Admin fee / account holder | $13 | $6,717-99.8% | $8,253-99.8% | $5,651-99.8% |