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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,871 | $165,381-74.7% | $149,730-72.0% | $158,966-73.7% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 22.63% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.3pp |
| Employer contribution / active EE | $3,569 | $5,104-30.1% | $4,645-23.2% | $4,762-25.1% |
| Participant deferral / active EE | $8,988 | $7,182+25.1% | $6,843+31.4% | $5,983+50.2% |
| Admin fee / account holder | $8 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |