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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,726 | $132,634-75.3% | $115,768-71.7% | $137,256-76.2% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 18.89% | 160.70%-141.8pp | 100.46%-81.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,163 | $3,360-5.8% | $2,940+7.6% | $4,156-23.9% |
| Participant deferral / active EE | $6,406 | $5,619+14.0% | $4,917+30.3% | $6,4070% |
| Admin fee / account holder | $275 | $15,028-98.2% | $12,439-97.8% | $12,270-97.8% |