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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,144 | $209,336-71.3% | $197,124-69.5% | $137,256-56.2% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 23.98% | 48.09%-24.1pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,756 | $6,591-58.2% | $6,227-55.7% | $4,156-33.7% |
| Participant deferral / active EE | $15,725 | $9,614+63.6% | $9,135+72.1% | $6,407+145.4% |
| Admin fee / account holder | $63 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |