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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,175 | $148,623-72.3% | $135,974-69.7% | $139,466-70.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.18% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,962 | $5,246-43.6% | $4,859-39.0% | $4,754-37.7% |
| Participant deferral / active EE | $6,285 | $8,103-22.4% | $7,760-19.0% | $6,712-6.4% |
| Admin fee / account holder | $96 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |