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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,644 | $185,312-77.0% | $161,489-73.6% | $154,746-72.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 20.87% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,952 | $4,769-59.1% | $4,268-54.3% | $4,379-55.4% |
| Participant deferral / active EE | $6,194 | $6,350-2.4% | $5,630+10.0% | $6,730-8.0% |
| Admin fee / account holder | $207 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |