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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,970 | $165,399-51.7% | $149,745-46.6% | $158,982-49.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 23.43% | 348.34%-324.9pp | 276.72%-253.3pp | 302.99%-279.6pp |
| Employer contribution / active EE | $5,022 | $5,105-1.6% | $4,646+8.1% | $4,763+5.4% |
| Participant deferral / active EE | $9,512 | $7,183+32.4% | $6,843+39.0% | $5,983+59.0% |
| Admin fee / account holder | $36 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |