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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,764 | $172,111-76.9% | $150,298-73.5% | $137,256-71.0% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 19.71% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,489 | $4,636+18.4% | $4,154+32.1% | $4,156+32.1% |
| Participant deferral / active EE | $6,989 | $6,166+13.4% | $5,453+28.2% | $6,407+9.1% |
| Admin fee / account holder | $86 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |