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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,271 | $154,228-79.7% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 18.05% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,191 | $4,804-33.6% | $4,554-29.9% | $4,156-23.2% |
| Participant deferral / active EE | $4,145 | $8,216-49.6% | $7,897-47.5% | $6,407-35.3% |
| Admin fee / account holder | $44 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |