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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,730 | $154,228-76.2% | $145,433-74.7% | $137,256-73.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 22.52% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,390 | $4,804-8.6% | $4,554-3.6% | $4,156+5.6% |
| Participant deferral / active EE | $7,796 | $8,216-5.1% | $7,897-1.3% | $6,407+21.7% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |