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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $183,516-80.2% | $155,534-76.7% | $145,884-75.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.92% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $5,382 | $5,315+1.3% | $4,675+15.1% | $4,662+15.4% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $135 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |