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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,987 | $209,425-84.2% | $178,499-81.5% | $158,966-79.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 21.78% | 188.80%-167.0pp | 151.10%-129.3pp | 302.95%-281.2pp |
| Employer contribution / active EE | $6,733 | $5,707+18.0% | $5,011+34.4% | $4,762+41.4% |
| Participant deferral / active EE | $4,522 | $5,955-24.1% | $5,202-13.1% | $5,983-24.4% |
| Admin fee / account holder | $159 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |