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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,654 | $154,228-56.8% | $145,433-54.2% | $137,256-51.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 24.84% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $4,284 | $4,804-10.8% | $4,554-5.9% | $4,156+3.1% |
| Participant deferral / active EE | $9,203 | $8,216+12.0% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $73 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |