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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,567 | $154,228-40.0% | $145,433-36.4% | $137,256-32.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,789 | $4,804+20.5% | $4,554+27.1% | $4,156+39.3% |
| Participant deferral / active EE | $15,049 | $8,216+83.2% | $7,897+90.6% | $6,407+134.9% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |