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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,172 | $172,111-79.6% | $150,298-76.6% | $137,256-74.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 37.71% | 69.37%-31.7pp | 62.79%-25.1pp | 220.34%-182.6pp |
| Employer contribution / active EE | $3,231 | $4,636-30.3% | $4,154-22.2% | $4,156-22.3% |
| Participant deferral / active EE | $8,648 | $6,166+40.3% | $5,453+58.6% | $6,407+35.0% |
| Admin fee / account holder | $198 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |