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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,271 | $162,136-80.7% | $152,301-79.5% | $154,746-79.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 18.05% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,191 | $4,890-34.8% | $4,624-31.0% | $4,379-27.1% |
| Participant deferral / active EE | $4,145 | $8,341-50.3% | $8,004-48.2% | $6,730-38.4% |
| Admin fee / account holder | $44 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |