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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,734 | $135,956-75.9% | $123,894-73.6% | $273,972-88.1% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 91.98% | 56.63%+35.3pp | 47.52%+44.5pp | 41.46%+50.5pp |
| Employer contribution / active EE | $5,976 | $5,170+15.6% | $4,617+29.4% | $4,869+22.7% |
| Participant deferral / active EE | $6,005 | $6,343-5.3% | $5,984+0.3% | $5,287+13.6% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.1% | $10,133-99.3% |