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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,261 | $165,381-76.9% | $149,730-74.4% | $158,966-75.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 23.06% | 348.29%-325.2pp | 276.70%-253.6pp | 302.95%-279.9pp |
| Employer contribution / active EE | $3,160 | $5,104-38.1% | $4,645-32.0% | $4,762-33.7% |
| Participant deferral / active EE | $7,925 | $7,182+10.3% | $6,843+15.8% | $5,983+32.5% |
| Admin fee / account holder | $299 | $10,809-97.2% | $9,310-96.8% | $11,250-97.3% |