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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,316 | $172,111-74.8% | $150,298-71.2% | $137,256-68.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 18.31% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,001 | $4,636-35.3% | $4,154-27.7% | $4,156-27.8% |
| Participant deferral / active EE | $4,593 | $6,166-25.5% | $5,453-15.8% | $6,407-28.3% |
| Admin fee / account holder | $8 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |