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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,974 | $227,291-82.4% | $214,702-81.4% | $155,188-74.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 87.5%+2.5pp | 80.8%+9.2pp |
| Annual return | 17.43% | 60.08%-42.6pp | 54.55%-37.1pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,210 | $6,772-52.6% | $6,461-50.3% | $4,248-24.4% |
| Participant deferral / active EE | $9,580 | $9,5820% | $9,147+4.7% | $6,531+46.7% |
| Admin fee / account holder | $241 | $20,413-98.8% | $19,830-98.8% | $14,480-98.3% |