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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,834 | $185,905-79.1% | $170,057-77.2% | $139,487-72.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 21.20% | 60.56%-39.4pp | 53.42%-32.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $4,999 | $7,597-34.2% | $6,790-26.4% | $4,755+5.1% |
| Participant deferral / active EE | $6,917 | $11,627-40.5% | $10,411-33.6% | $6,713+3.0% |
| Admin fee / account holder | $271 | $15,397-98.2% | $12,826-97.9% | $11,407-97.6% |