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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,956 | $181,062-39.8% | $158,223-31.1% | $155,188-29.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 19.46% | 57.39%-37.9pp | 52.09%-32.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $7,165 | $4,565+57.0% | $4,109+74.4% | $4,248+68.7% |
| Participant deferral / active EE | $12,439 | $6,134+102.8% | $5,467+127.5% | $6,531+90.5% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |