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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,733 | $125,778-70.0% | $114,563-67.1% | $154,746-75.6% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.9%+21.5pp | 80.7%+13.7pp |
| Annual return | 17.17% | 295.14%-278.0pp | 241.09%-223.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,345 | $2,806+19.2% | $2,592+29.0% | $4,379-23.6% |
| Participant deferral / active EE | $4,745 | $4,445+6.8% | $4,142+14.6% | $6,730-29.5% |
| Admin fee / account holder | $256 | $8,190-96.9% | $7,623-96.6% | $14,365-98.2% |