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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,817 | $154,228-60.6% | $145,433-58.2% | $137,256-55.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 21.95% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $10,914 | $4,804+127.2% | $4,554+139.6% | $4,156+162.6% |
| Participant deferral / active EE | $9,665 | $8,216+17.6% | $7,897+22.4% | $6,407+50.9% |
| Admin fee / account holder | $276 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |