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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,410 | $185,312-75.0% | $161,489-71.3% | $154,746-70.0% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 21.74% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $3,632 | $4,769-23.8% | $4,268-14.9% | $4,379-17.1% |
| Participant deferral / active EE | $7,106 | $6,350+11.9% | $5,630+26.2% | $6,730+5.6% |
| Admin fee / account holder | $229 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |