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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,572 | $183,627-69.2% | $155,602-63.6% | $145,978-61.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 22.51% | 61.32%-38.8pp | 64.81%-42.3pp | 550.52%-528.0pp |
| Employer contribution / active EE | $5,789 | $5,316+8.9% | $4,675+23.8% | $4,662+24.2% |
| Participant deferral / active EE | $16,174 | $6,466+150.1% | $5,629+187.3% | $6,690+141.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |