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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,149 | $165,381-78.7% | $149,730-76.5% | $158,966-77.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.25% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $2,948 | $5,104-42.2% | $4,645-36.5% | $4,762-38.1% |
| Participant deferral / active EE | $9,268 | $7,182+29.0% | $6,843+35.4% | $5,983+54.9% |
| Admin fee / account holder | $201 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |