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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,818 | $148,582-56.4% | $135,942-52.3% | $139,456-53.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 17.09% | 79.26%-62.2pp | 68.28%-51.2pp | 373.45%-356.4pp |
| Employer contribution / active EE | $6,629 | $5,245+26.4% | $4,858+36.5% | $4,753+39.5% |
| Participant deferral / active EE | $11,960 | $8,101+47.6% | $7,759+54.1% | $6,711+78.2% |
| Admin fee / account holder | $91 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |