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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,974 | $223,823-82.1% | $211,142-81.1% | $154,746-74.2% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 17.43% | 50.39%-33.0pp | 46.84%-29.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,210 | $6,787-52.7% | $6,442-50.2% | $4,379-26.7% |
| Participant deferral / active EE | $9,580 | $9,750-1.8% | $9,284+3.2% | $6,730+42.3% |
| Admin fee / account holder | $241 | $19,707-98.8% | $19,076-98.7% | $14,365-98.3% |