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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,548 | $174,379-77.3% | $152,093-74.0% | $138,895-71.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 19.06% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,393 | $4,652-70.1% | $4,175-66.6% | $4,194-66.8% |
| Participant deferral / active EE | $5,193 | $6,159-15.7% | $5,451-4.7% | $6,396-18.8% |
| Admin fee / account holder | $84 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |