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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,604 | $154,228-57.5% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.31% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,471 | $4,804+138.8% | $4,554+151.9% | $4,156+176.0% |
| Participant deferral / active EE | $8,446 | $8,216+2.8% | $7,897+7.0% | $6,407+31.8% |
| Admin fee / account holder | $294 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |