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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,626 | $154,228-56.8% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 57.06% | 74.59%-17.5pp | 66.58%-9.5pp | 220.34%-163.3pp |
| Employer contribution / active EE | $4,545 | $4,804-5.4% | $4,554-0.2% | $4,156+9.4% |
| Participant deferral / active EE | $8,959 | $8,216+9.0% | $7,897+13.4% | $6,407+39.8% |
| Admin fee / account holder | $123 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |