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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,053 | $165,399-75.2% | $149,745-72.6% | $158,982-74.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.38% | 348.34%-326.0pp | 276.72%-254.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $6,098 | $5,105+19.5% | $4,646+31.3% | $4,763+28.0% |
| Participant deferral / active EE | $4,399 | $7,183-38.8% | $6,843-35.7% | $5,983-26.5% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |