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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,085 | $154,228-63.6% | $145,433-61.4% | $137,256-59.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,927 | $4,804-39.1% | $4,554-35.7% | $4,156-29.6% |
| Participant deferral / active EE | $7,785 | $8,216-5.2% | $7,897-1.4% | $6,407+21.5% |
| Admin fee / account holder | $235 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |