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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,450 | $148,629-41.2% | $135,982-35.7% | $139,487-37.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.44% | 79.33%-58.9pp | 68.32%-47.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $4,320 | $5,247-17.7% | $4,859-11.1% | $4,755-9.1% |
| Participant deferral / active EE | $9,418 | $8,102+16.2% | $7,760+21.4% | $6,713+40.3% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |