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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,125 | $154,228-55.8% | $145,433-53.2% | $137,256-50.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $9,775 | $4,804+103.5% | $4,554+114.6% | $4,156+135.2% |
| Participant deferral / active EE | $12,560 | $8,216+52.9% | $7,897+59.0% | $6,407+96.0% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |