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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,288 | $155,555-73.5% | $146,866-71.9% | $155,188-73.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.5%+12.9pp | 80.8%+14.7pp |
| Annual return | 36.52% | 115.41%-78.9pp | 102.85%-66.3pp | 148.84%-112.3pp |
| Employer contribution / active EE | $3,994 | $4,647-14.1% | $4,425-9.7% | $4,248-6.0% |
| Participant deferral / active EE | $7,988 | $8,044-0.7% | $7,759+2.9% | $6,531+22.3% |
| Admin fee / account holder | $42 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |