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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,983 | $154,228-56.6% | $145,433-53.9% | $137,256-51.2% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 22.08% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $5,381 | $4,804+12.0% | $4,554+18.1% | $4,156+29.5% |
| Participant deferral / active EE | $9,653 | $8,216+17.5% | $7,897+22.2% | $6,407+50.7% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |