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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,561 | $156,398-59.4% | $147,318-56.9% | $138,895-54.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 22.48% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-122.9pp |
| Employer contribution / active EE | $8,164 | $4,853+68.2% | $4,593+77.8% | $4,194+94.7% |
| Participant deferral / active EE | $8,975 | $8,237+9.0% | $7,906+13.5% | $6,396+40.3% |
| Admin fee / account holder | $59 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |