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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,626 | $155,555-57.2% | $146,866-54.6% | $155,188-57.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 57.06% | 115.41%-58.4pp | 102.85%-45.8pp | 148.84%-91.8pp |
| Employer contribution / active EE | $4,545 | $4,647-2.2% | $4,425+2.7% | $4,248+7.0% |
| Participant deferral / active EE | $8,959 | $8,044+11.4% | $7,759+15.5% | $6,531+37.2% |
| Admin fee / account holder | $123 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |