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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,794 | $178,174-76.5% | $156,181-73.2% | $137,256-69.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 22.50% | 84.19%-61.7pp | 64.87%-42.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,268 | $4,972-54.4% | $4,294-47.2% | $4,156-45.4% |
| Participant deferral / active EE | $6,962 | $6,888+1.1% | $6,132+13.5% | $6,407+8.7% |
| Admin fee / account holder | $19 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |