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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,716 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 25.81% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $9,112 | $4,804+89.7% | $4,554+100.1% | $4,156+119.2% |
| Participant deferral / active EE | $3,591 | $8,216-56.3% | $7,897-54.5% | $6,407-44.0% |
| Admin fee / account holder | $235 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |