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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,443 | $172,111-80.6% | $150,298-77.7% | $137,256-75.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.93% | 69.37%-50.4pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,001 | $4,636-35.3% | $4,154-27.8% | $4,156-27.8% |
| Participant deferral / active EE | $4,927 | $6,166-20.1% | $5,453-9.6% | $6,407-23.1% |
| Admin fee / account holder | $197 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |