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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,051 | $201,344-80.6% | $184,243-78.8% | $145,877-73.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 28.80% | 29.01%-0.2pp | 28.82%0pp | 551.28%-522.5pp |
| Employer contribution / active EE | $5,801 | $7,022-17.4% | $6,427-9.7% | $4,663+24.4% |
| Participant deferral / active EE | $9,491 | $9,807-3.2% | $9,132+3.9% | $6,691+41.9% |
| Admin fee / account holder | $166 | $16,382-99.0% | $13,914-98.8% | $13,402-98.8% |