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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,695 | $212,386-61.5% | $199,883-59.1% | $138,895-41.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 15.49% | 47.75%-32.3pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $9,973 | $6,625+50.5% | $6,261+59.3% | $4,194+137.8% |
| Participant deferral / active EE | $9,278 | $9,617-3.5% | $9,138+1.5% | $6,396+45.0% |
| Admin fee / account holder | $170 | $18,233-99.1% | $17,268-99.0% | $12,562-98.6% |