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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,192 | $162,136-77.1% | $152,301-75.6% | $154,746-76.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 21.98% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $5,499 | $4,890+12.4% | $4,624+18.9% | $4,379+25.6% |
| Participant deferral / active EE | $3,774 | $8,341-54.8% | $8,004-52.8% | $6,730-43.9% |
| Admin fee / account holder | $49 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |