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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,368 | $183,627-57.9% | $155,602-50.3% | $145,978-47.0% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 9.36% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $6,369 | $5,316+19.8% | $4,675+36.2% | $4,662+36.6% |
| Participant deferral / active EE | $5,180 | $6,466-19.9% | $5,629-8.0% | $6,690-22.6% |
| Admin fee / account holder | $5 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |