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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,128 | $156,398-74.3% | $147,318-72.8% | $138,895-71.1% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 19.40% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,848 | $4,853-41.3% | $4,593-38.0% | $4,194-32.1% |
| Participant deferral / active EE | $6,506 | $8,237-21.0% | $7,906-17.7% | $6,396+1.7% |
| Admin fee / account holder | $285 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |