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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,561 | $185,312-62.5% | $161,489-56.9% | $154,746-55.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 20.26% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,130 | $4,769-55.3% | $4,268-50.1% | $4,379-51.4% |
| Participant deferral / active EE | $7,179 | $6,350+13.1% | $5,630+27.5% | $6,730+6.7% |
| Admin fee / account holder | $199 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |