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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,905 | $165,399-58.3% | $149,745-54.0% | $158,982-56.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 23.63% | 348.34%-324.7pp | 276.72%-253.1pp | 302.99%-279.4pp |
| Employer contribution / active EE | $4,695 | $5,105-8.0% | $4,646+1.1% | $4,763-1.4% |
| Participant deferral / active EE | $14,431 | $7,183+100.9% | $6,843+110.9% | $5,983+141.2% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |