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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,670 | $199,109-72.0% | $173,730-68.0% | $154,746-64.0% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.6%+13.3pp | 80.7%+12.2pp |
| Annual return | 21.65% | 20.02%+1.6pp | 19.96%+1.7pp | 172.34%-150.7pp |
| Employer contribution / active EE | $9,732 | $5,311+83.2% | $4,577+112.6% | $4,379+122.2% |
| Participant deferral / active EE | $8,928 | $7,113+25.5% | $6,326+41.1% | $6,730+32.7% |
| Admin fee / account holder | $15 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |