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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,806 | $178,174-63.1% | $156,181-57.9% | $137,256-52.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 17.11% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,501 | $4,972+91.1% | $4,294+121.3% | $4,156+128.6% |
| Participant deferral / active EE | $5,671 | $6,888-17.7% | $6,132-7.5% | $6,407-11.5% |
| Admin fee / account holder | $181 | $17,404-99.0% | $14,586-98.8% | $12,270-98.5% |