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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,531 | $154,228-65.3% | $145,433-63.2% | $137,256-61.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.63% | 74.59%-50.0pp | 66.58%-41.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $5,506 | $4,804+14.6% | $4,554+20.9% | $4,156+32.5% |
| Participant deferral / active EE | $10,324 | $8,216+25.7% | $7,897+30.7% | $6,407+61.1% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |