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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,927 | $185,312-61.2% | $161,489-55.5% | $154,746-53.5% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 19.55% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $5,558 | $4,769+16.5% | $4,268+30.2% | $4,379+26.9% |
| Participant deferral / active EE | $9,263 | $6,350+45.9% | $5,630+64.5% | $6,730+37.6% |
| Admin fee / account holder | $291 | $18,654-98.4% | $16,006-98.2% | $14,365-98.0% |