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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,410 | $172,111-73.0% | $150,298-69.1% | $137,256-66.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 21.74% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $3,632 | $4,636-21.7% | $4,154-12.6% | $4,156-12.6% |
| Participant deferral / active EE | $7,106 | $6,166+15.2% | $5,453+30.3% | $6,407+10.9% |
| Admin fee / account holder | $229 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |