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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,029 | $154,228-79.9% | $145,433-78.7% | $137,256-77.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.15% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,505 | $4,804-6.2% | $4,554-1.1% | $4,156+8.4% |
| Participant deferral / active EE | $6,774 | $8,216-17.6% | $7,897-14.2% | $6,407+5.7% |
| Admin fee / account holder | $116 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |