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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,402 | $183,516-69.8% | $155,534-64.4% | $145,884-62.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.13% | 61.43%-43.3pp | 64.92%-46.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $6,962 | $5,315+31.0% | $4,675+48.9% | $4,662+49.3% |
| Participant deferral / active EE | $9,178 | $6,467+41.9% | $5,630+63.0% | $6,690+37.2% |
| Admin fee / account holder | $270 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |