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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,392 | $156,398-77.4% | $147,318-76.0% | $138,895-74.5% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 21.88% | 78.75%-56.9pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $2,246 | $4,853-53.7% | $4,593-51.1% | $4,194-46.4% |
| Participant deferral / active EE | $8,656 | $8,237+5.1% | $7,906+9.5% | $6,396+35.3% |
| Admin fee / account holder | $54 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |