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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,764 | $227,399-82.5% | $189,758-79.0% | $198,609-80.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 19.71% | 61.03%-41.3pp | 52.62%-32.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $5,489 | $5,526-0.7% | $4,767+15.2% | $5,055+8.6% |
| Participant deferral / active EE | $6,989 | $6,837+2.2% | $5,856+19.4% | $6,977+0.2% |
| Admin fee / account holder | $86 | $25,162-99.7% | $20,388-99.6% | $19,030-99.5% |