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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,716 | $162,136-80.4% | $152,301-79.2% | $154,746-79.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 25.81% | 91.02%-65.2pp | 80.50%-54.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $9,112 | $4,890+86.3% | $4,624+97.0% | $4,379+108.1% |
| Participant deferral / active EE | $3,591 | $8,341-57.0% | $8,004-55.1% | $6,730-46.7% |
| Admin fee / account holder | $235 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |