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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,819 | $154,228-69.6% | $145,433-67.8% | $137,256-65.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 62.55% | 74.59%-12.0pp | 66.58%-4.0pp | 220.34%-157.8pp |
| Employer contribution / active EE | $3,950 | $4,804-17.8% | $4,554-13.3% | $4,156-5.0% |
| Participant deferral / active EE | $15,965 | $8,216+94.3% | $7,897+102.2% | $6,407+149.2% |
| Admin fee / account holder | $153 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |