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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,494 | $183,627-80.1% | $155,602-76.5% | $145,978-75.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.85% | 61.32%-51.5pp | 64.81%-55.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,520 | $5,316-71.4% | $4,675-67.5% | $4,662-67.4% |
| Participant deferral / active EE | $4,864 | $6,466-24.8% | $5,629-13.6% | $6,690-27.3% |
| Admin fee / account holder | $158 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |