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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,413 | $162,136-80.0% | $152,301-78.7% | $154,746-79.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 30.48% | 91.02%-60.5pp | 80.50%-50.0pp | 172.34%-141.9pp |
| Employer contribution / active EE | $5,322 | $4,890+8.8% | $4,624+15.1% | $4,379+21.5% |
| Participant deferral / active EE | $9,761 | $8,341+17.0% | $8,004+21.9% | $6,730+45.0% |
| Admin fee / account holder | $297 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |