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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,365 | $178,174-68.9% | $156,181-64.6% | $137,256-59.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 65.99% | 84.19%-18.2pp | 64.87%+1.1pp | 220.34%-154.4pp |
| Employer contribution / active EE | $8,398 | $4,972+68.9% | $4,294+95.6% | $4,156+102.1% |
| Participant deferral / active EE | $9,847 | $6,888+43.0% | $6,132+60.6% | $6,407+53.7% |
| Admin fee / account holder | $178 | $17,404-99.0% | $14,586-98.8% | $12,270-98.5% |