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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,635 | $89,367-16.5% | $141,191-47.1% | $72,975+2.3% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 24.05% | 111.87%-87.8pp | 71.41%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $5,869 | $3,115+88.4% | $4,736+23.9% | $2,440+140.5% |
| Participant deferral / active EE | $7,946 | $5,419+46.6% | $6,710+18.4% | $3,608+120.2% |
| Admin fee / account holder | $8 | $5,957-99.9% | $10,264-99.9% | $5,124-99.8% |