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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,556 | $172,111-61.9% | $150,298-56.4% | $137,256-52.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 28.42% | 69.37%-41.0pp | 62.79%-34.4pp | 220.34%-191.9pp |
| Employer contribution / active EE | $12,377 | $4,636+167.0% | $4,154+197.9% | $4,156+197.8% |
| Participant deferral / active EE | $9,005 | $6,166+46.0% | $5,453+65.1% | $6,407+40.5% |
| Admin fee / account holder | $278 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |