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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,564 | $127,387-70.5% | $115,038-67.3% | $125,389-70.0% |
| Participation rate | 95.0% | 84.2%+10.8pp | 81.4%+13.6pp | 83.2%+11.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,881 | $5,166+33.2% | $4,608+49.3% | $4,866+41.4% |
| Participant deferral / active EE | $6,202 | $6,423-3.4% | $6,026+2.9% | $5,352+15.9% |
| Admin fee / account holder | $54 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |