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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,648 | $165,381-77.8% | $149,730-75.5% | $158,966-76.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.10% | 348.29%-337.2pp | 276.70%-265.6pp | 302.95%-291.8pp |
| Employer contribution / active EE | $3,131 | $5,104-38.7% | $4,645-32.6% | $4,762-34.3% |
| Participant deferral / active EE | $7,636 | $7,182+6.3% | $6,843+11.6% | $5,983+27.6% |
| Admin fee / account holder | $283 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |