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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,927 | $174,379-58.8% | $152,093-52.7% | $138,895-48.2% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 19.55% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $5,558 | $4,652+19.5% | $4,175+33.1% | $4,194+32.5% |
| Participant deferral / active EE | $9,263 | $6,159+50.4% | $5,451+69.9% | $6,396+44.8% |
| Admin fee / account holder | $291 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |