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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,943 | $202,463-67.4% | $169,397-61.1% | $139,487-52.7% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 15.09% | 532.64%-517.6pp | 406.23%-391.1pp | 373.84%-358.8pp |
| Employer contribution / active EE | $5,820 | $4,694+24.0% | $4,013+45.0% | $4,755+22.4% |
| Participant deferral / active EE | $8,109 | $6,941+16.8% | $6,223+30.3% | $6,713+20.8% |
| Admin fee / account holder | $247 | $10,726-97.7% | $9,017-97.3% | $11,407-97.8% |