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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,548 | $181,062-78.2% | $158,223-75.0% | $155,188-74.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 19.06% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,393 | $4,565-69.5% | $4,109-66.1% | $4,248-67.2% |
| Participant deferral / active EE | $5,193 | $6,134-15.4% | $5,467-5.0% | $6,531-20.5% |
| Admin fee / account holder | $84 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |