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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,772 | $165,361-57.8% | $149,715-53.4% | $158,950-56.1% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 20.88% | 348.24%-327.4pp | 276.66%-255.8pp | 302.91%-282.0pp |
| Employer contribution / active EE | $8,693 | $5,103+70.3% | $4,645+87.2% | $4,762+82.6% |
| Participant deferral / active EE | $5,149 | $7,182-28.3% | $6,842-24.7% | $5,983-13.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |