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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,368 | $183,516-57.8% | $155,534-50.3% | $145,884-47.0% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 9.36% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $6,369 | $5,315+19.8% | $4,675+36.2% | $4,662+36.6% |
| Participant deferral / active EE | $5,180 | $6,467-19.9% | $5,630-8.0% | $6,690-22.6% |
| Admin fee / account holder | $5 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |