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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,618 | $154,228-60.0% | $145,433-57.6% | $137,256-55.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.89% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $16,858 | $4,804+250.9% | $4,554+270.1% | $4,156+305.6% |
| Participant deferral / active EE | $11,699 | $8,216+42.4% | $7,897+48.1% | $6,407+82.6% |
| Admin fee / account holder | $112 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |