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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,587 | $154,228-48.4% | $145,433-45.3% | $137,256-42.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $7,538 | $4,804+56.9% | $4,554+65.5% | $4,156+81.4% |
| Participant deferral / active EE | $12,269 | $8,216+49.3% | $7,897+55.4% | $6,407+91.5% |
| Admin fee / account holder | $73 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |