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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,870 | $154,228-65.7% | $145,433-63.6% | $137,256-61.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.30% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,132 | $4,804-14.0% | $4,554-9.3% | $4,156-0.6% |
| Participant deferral / active EE | $9,539 | $8,216+16.1% | $7,897+20.8% | $6,407+48.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |