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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,524 | $165,399-79.7% | $149,745-77.6% | $158,982-78.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 26.42% | 348.34%-321.9pp | 276.72%-250.3pp | 302.99%-276.6pp |
| Employer contribution / active EE | $4,031 | $5,105-21.0% | $4,646-13.2% | $4,763-15.4% |
| Participant deferral / active EE | $7,803 | $7,183+8.6% | $6,843+14.0% | $5,983+30.4% |
| Admin fee / account holder | $39 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |