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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,548 | $185,856-56.7% | $170,028-52.6% | $139,456-42.2% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 20.38% | 60.52%-40.1pp | 53.39%-33.0pp | 373.45%-353.1pp |
| Employer contribution / active EE | $6,375 | $7,593-16.0% | $6,788-6.1% | $4,753+34.1% |
| Participant deferral / active EE | $10,013 | $11,623-13.9% | $10,409-3.8% | $6,711+49.2% |
| Admin fee / account holder | $153 | $15,387-99.0% | $12,820-98.8% | $11,407-98.7% |