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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,981 | $148,623-71.8% | $135,974-69.1% | $139,466-69.9% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 21.98% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $3,062 | $5,246-41.6% | $4,859-37.0% | $4,754-35.6% |
| Participant deferral / active EE | $8,490 | $8,103+4.8% | $7,760+9.4% | $6,712+26.5% |
| Admin fee / account holder | $214 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |