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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,618 | $155,555-60.4% | $146,866-58.0% | $155,188-60.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.89% | 115.41%-95.5pp | 102.85%-83.0pp | 148.84%-128.9pp |
| Employer contribution / active EE | $16,858 | $4,647+262.8% | $4,425+281.0% | $4,248+296.9% |
| Participant deferral / active EE | $11,699 | $8,044+45.4% | $7,759+50.8% | $6,531+79.1% |
| Admin fee / account holder | $112 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |