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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,950 | $183,627-56.5% | $155,602-48.6% | $145,978-45.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.72% | 61.32%-50.6pp | 64.81%-54.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $9,840 | $5,316+85.1% | $4,675+110.5% | $4,662+111.1% |
| Participant deferral / active EE | $9,692 | $6,466+49.9% | $5,629+72.2% | $6,690+44.9% |
| Admin fee / account holder | $9 | $19,327-100.0% | $15,923-99.9% | $13,400-99.9% |