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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,975 | $148,582-59.0% | $135,942-55.1% | $139,456-56.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 32.41% | 79.26%-46.8pp | 68.28%-35.9pp | 373.45%-341.0pp |
| Employer contribution / active EE | $3,217 | $5,245-38.7% | $4,858-33.8% | $4,753-32.3% |
| Participant deferral / active EE | $14,895 | $8,101+83.9% | $7,759+92.0% | $6,711+121.9% |
| Admin fee / account holder | $110 | $12,402-99.1% | $10,764-99.0% | $11,407-99.0% |