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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,730 | $155,555-76.4% | $146,866-75.0% | $155,188-76.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 22.52% | 115.41%-92.9pp | 102.85%-80.3pp | 148.84%-126.3pp |
| Employer contribution / active EE | $4,390 | $4,647-5.5% | $4,425-0.8% | $4,248+3.3% |
| Participant deferral / active EE | $7,796 | $8,044-3.1% | $7,759+0.5% | $6,531+19.4% |
| Admin fee / account holder | $50 | $14,755-99.7% | $13,620-99.6% | $14,480-99.7% |