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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,650 | $148,623-54.5% | $135,974-50.2% | $139,466-51.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.05% | 79.30%-66.2pp | 68.30%-55.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,797 | $5,246-65.8% | $4,859-63.0% | $4,754-62.2% |
| Participant deferral / active EE | $9,008 | $8,103+11.2% | $7,760+16.1% | $6,712+34.2% |
| Admin fee / account holder | $27 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |