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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,577 | $91,198-7.3% | $178,503-52.6% | $79,856+5.9% |
| Participation rate | 88.5% | 69.2%+19.2pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 11.89% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,935 | $3,257+51.5% | $5,011-1.5% | $2,471+99.7% |
| Participant deferral / active EE | $4,074 | $3,237+25.9% | $5,202-21.7% | $3,741+8.9% |
| Admin fee / account holder | $273 | $6,748-95.9% | $13,987-98.0% | $5,306-94.8% |