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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,017 | $168,635-61.4% | $147,617-56.0% | $125,389-48.1% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 8.98% | 77.65%-68.7pp | 61.98%-53.0pp | 282.24%-273.3pp |
| Employer contribution / active EE | $6,111 | $6,252-2.3% | $5,564+9.8% | $4,866+25.6% |
| Participant deferral / active EE | $2,678 | $5,507-51.4% | $4,895-45.3% | $5,352-50.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |