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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,808 | $183,516-65.8% | $155,534-59.6% | $145,884-56.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.53% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $5,690 | $5,315+7.1% | $4,675+21.7% | $4,662+22.1% |
| Participant deferral / active EE | $5,064 | $6,467-21.7% | $5,630-10.1% | $6,690-24.3% |
| Admin fee / account holder | $204 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |