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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,810 | $72,071-3.1% | $68,368+2.1% | $137,256-49.1% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 22.14% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $8,535 | $2,788+206.1% | $2,649+222.2% | $4,156+105.4% |
| Participant deferral / active EE | $5,639 | $4,410+27.9% | $4,123+36.8% | $6,407-12.0% |
| Admin fee / account holder | $173 | $5,336-96.8% | $5,150-96.6% | $12,270-98.6% |