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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,696 | $165,399-79.6% | $149,745-77.5% | $158,982-78.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 23.26% | 348.34%-325.1pp | 276.72%-253.5pp | 302.99%-279.7pp |
| Employer contribution / active EE | $1,438 | $5,105-71.8% | $4,646-69.0% | $4,763-69.8% |
| Participant deferral / active EE | $6,960 | $7,183-3.1% | $6,843+1.7% | $5,983+16.3% |
| Admin fee / account holder | $57 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |