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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,410 | $174,379-73.4% | $152,093-69.5% | $138,895-66.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 21.74% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $3,632 | $4,652-21.9% | $4,175-13.0% | $4,194-13.4% |
| Participant deferral / active EE | $7,106 | $6,159+15.4% | $5,451+30.3% | $6,396+11.1% |
| Admin fee / account holder | $229 | $16,880-98.6% | $14,497-98.4% | $12,562-98.2% |