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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $172,111-78.1% | $150,298-74.9% | $137,256-72.5% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 20.71% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,075 | $4,636-55.2% | $4,154-50.0% | $4,156-50.1% |
| Participant deferral / active EE | $5,377 | $6,166-12.8% | $5,453-1.4% | $6,407-16.1% |
| Admin fee / account holder | $46 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |