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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,654 | $162,136-58.9% | $152,301-56.2% | $154,746-56.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 24.84% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $4,284 | $4,890-12.4% | $4,624-7.4% | $4,379-2.2% |
| Participant deferral / active EE | $9,203 | $8,341+10.3% | $8,004+15.0% | $6,730+36.7% |
| Admin fee / account holder | $73 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |