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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,443 | $185,312-82.0% | $161,489-79.3% | $154,746-78.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 18.93% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,001 | $4,769-37.1% | $4,268-29.7% | $4,379-31.5% |
| Participant deferral / active EE | $4,927 | $6,350-22.4% | $5,630-12.5% | $6,730-26.8% |
| Admin fee / account holder | $197 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |