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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,803 | $172,111-62.3% | $150,298-56.9% | $137,256-52.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 19.13% | 69.37%-50.2pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,451 | $4,636+17.6% | $4,154+31.2% | $4,156+31.2% |
| Participant deferral / active EE | $3,300 | $6,166-46.5% | $5,453-39.5% | $6,407-48.5% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |