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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,730 | $156,398-76.5% | $147,318-75.1% | $138,895-73.6% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 22.52% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $4,390 | $4,853-9.6% | $4,593-4.4% | $4,194+4.7% |
| Participant deferral / active EE | $7,796 | $8,237-5.4% | $7,906-1.4% | $6,396+21.9% |
| Admin fee / account holder | $50 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |