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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,223 | $185,312-77.2% | $161,489-73.9% | $154,746-72.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 21.87% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $3,818 | $4,769-19.9% | $4,268-10.6% | $4,379-12.8% |
| Participant deferral / active EE | $5,960 | $6,350-6.1% | $5,630+5.9% | $6,730-11.5% |
| Admin fee / account holder | $97 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |