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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,192 | $154,228-75.9% | $145,433-74.4% | $137,256-72.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 21.98% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,499 | $4,804+14.5% | $4,554+20.7% | $4,156+32.3% |
| Participant deferral / active EE | $3,774 | $8,216-54.1% | $7,897-52.2% | $6,407-41.1% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |