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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,185 | $174,379-58.6% | $152,093-52.5% | $138,895-48.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 19.11% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,250 | $4,652-51.6% | $4,175-46.1% | $4,194-46.4% |
| Participant deferral / active EE | $9,254 | $6,159+50.3% | $5,451+69.8% | $6,396+44.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |