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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,931 | $154,228-63.1% | $145,433-60.9% | $137,256-58.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.98% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $9,908 | $4,804+106.2% | $4,554+117.5% | $4,156+138.4% |
| Participant deferral / active EE | $8,514 | $8,216+3.6% | $7,897+7.8% | $6,407+32.9% |
| Admin fee / account holder | $200 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |