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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,644 | $172,111-75.2% | $150,298-71.6% | $137,256-68.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 20.87% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,952 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $6,194 | $6,166+0.5% | $5,453+13.6% | $6,407-3.3% |
| Admin fee / account holder | $207 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |