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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,466 | $155,555-70.8% | $146,866-69.0% | $155,188-70.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.5%+7.0pp | 80.8%+8.7pp |
| Annual return | 22.66% | 115.41%-92.8pp | 102.85%-80.2pp | 148.84%-126.2pp |
| Employer contribution / active EE | $4,922 | $4,647+5.9% | $4,425+11.2% | $4,248+15.9% |
| Participant deferral / active EE | $6,026 | $8,044-25.1% | $7,759-22.3% | $6,531-7.7% |
| Admin fee / account holder | $46 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |