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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,461 | $160,040-62.8% | $147,096-59.6% | $145,877-59.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.07% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $5,580 | $5,289+5.5% | $4,936+13.0% | $4,663+19.7% |
| Participant deferral / active EE | $14,020 | $8,429+66.3% | $8,071+73.7% | $6,691+109.5% |
| Admin fee / account holder | $78 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |