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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,587 | $156,398-49.1% | $147,318-46.0% | $138,895-42.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 22.21% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $7,538 | $4,853+55.3% | $4,593+64.1% | $4,194+79.7% |
| Participant deferral / active EE | $12,269 | $8,237+48.9% | $7,906+55.2% | $6,396+91.8% |
| Admin fee / account holder | $73 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |