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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,365 | $199,109-72.2% | $173,730-68.1% | $154,746-64.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 65.99% | 20.02%+46.0pp | 19.96%+46.0pp | 172.34%-106.3pp |
| Employer contribution / active EE | $8,398 | $5,311+58.1% | $4,577+83.5% | $4,379+91.8% |
| Participant deferral / active EE | $9,847 | $7,113+38.5% | $6,326+55.7% | $6,730+46.3% |
| Admin fee / account holder | $178 | $20,916-99.1% | $17,523-99.0% | $14,365-98.8% |