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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,679 | $162,136-67.5% | $152,301-65.4% | $154,746-66.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 14.85% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,635 | $4,890-66.6% | $4,624-64.6% | $4,379-62.7% |
| Participant deferral / active EE | $4,076 | $8,341-51.1% | $8,004-49.1% | $6,730-39.4% |
| Admin fee / account holder | $6 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |