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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,608 | $185,312-80.8% | $161,489-78.0% | $154,746-77.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 20.15% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,167 | $4,769-54.6% | $4,268-49.2% | $4,379-50.5% |
| Participant deferral / active EE | $6,833 | $6,350+7.6% | $5,630+21.4% | $6,730+1.5% |
| Admin fee / account holder | $152 | $18,654-99.2% | $16,006-99.1% | $14,365-98.9% |