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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,803 | $185,312-65.0% | $161,489-59.9% | $154,746-58.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 19.13% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,451 | $4,769+14.3% | $4,268+27.7% | $4,379+24.5% |
| Participant deferral / active EE | $3,300 | $6,350-48.0% | $5,630-41.4% | $6,730-51.0% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |