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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,069 | $49,976+16.2% | $66,674-12.9% | $82,637-29.7% |
| Participation rate | 78.1% | 63.1%+15.0pp | 73.7%+4.5pp | 68.1%+10.1pp |
| Annual return | 24.95% | 39.09%-14.1pp | 321.24%-296.3pp | 53.51%-28.6pp |
| Employer contribution / active EE | $3,072 | $1,988+54.5% | $2,620+17.3% | $2,552+20.4% |
| Participant deferral / active EE | $7,442 | $2,847+161.4% | $4,084+82.2% | $4,126+80.4% |
| Admin fee / account holder | $71 | $4,594-98.5% | $5,098-98.6% | $7,339-99.0% |