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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,931 | $156,398-63.6% | $147,318-61.4% | $138,895-59.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 17.98% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $9,908 | $4,853+104.1% | $4,593+115.7% | $4,194+136.2% |
| Participant deferral / active EE | $8,514 | $8,237+3.4% | $7,906+7.7% | $6,396+33.1% |
| Admin fee / account holder | $200 | $14,976-98.7% | $13,708-98.5% | $12,562-98.4% |