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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,786 | $185,312-60.2% | $161,489-54.3% | $154,746-52.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.17% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,528 | $4,769-47.0% | $4,268-40.8% | $4,379-42.3% |
| Participant deferral / active EE | $9,537 | $6,350+50.2% | $5,630+69.4% | $6,730+41.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |