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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,819 | $156,398-70.1% | $147,318-68.2% | $138,895-66.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 62.55% | 78.75%-16.2pp | 70.43%-7.9pp | 145.39%-82.8pp |
| Employer contribution / active EE | $3,950 | $4,853-18.6% | $4,593-14.0% | $4,194-5.8% |
| Participant deferral / active EE | $15,965 | $8,237+93.8% | $7,906+101.9% | $6,396+149.6% |
| Admin fee / account holder | $153 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |