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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,493 | $183,516-79.0% | $155,534-75.3% | $145,884-73.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.63% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,357 | $5,315-36.8% | $4,675-28.2% | $4,662-28.0% |
| Participant deferral / active EE | $6,616 | $6,467+2.3% | $5,630+17.5% | $6,690-1.1% |
| Admin fee / account holder | $119 | $19,293-99.4% | $15,900-99.3% | $13,392-99.1% |