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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,590 | $183,627-69.7% | $155,602-64.3% | $145,978-61.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.37% | 61.32%-50.9pp | 64.81%-54.4pp | 550.52%-540.1pp |
| Employer contribution / active EE | $5,574 | $5,316+4.9% | $4,675+19.2% | $4,662+19.6% |
| Participant deferral / active EE | $3,412 | $6,466-47.2% | $5,629-39.4% | $6,690-49.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |