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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,771 | $154,228-77.5% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.27% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,412 | $4,804-29.0% | $4,554-25.1% | $4,156-17.9% |
| Participant deferral / active EE | $11,778 | $8,216+43.4% | $7,897+49.1% | $6,407+83.8% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |