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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $174,379-78.4% | $152,093-75.2% | $138,895-72.9% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 20.71% | 74.86%-54.2pp | 66.36%-45.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,075 | $4,652-55.4% | $4,175-50.3% | $4,194-50.5% |
| Participant deferral / active EE | $5,377 | $6,159-12.7% | $5,451-1.4% | $6,396-15.9% |
| Admin fee / account holder | $46 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |