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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,466 | $156,398-70.9% | $147,318-69.1% | $138,895-67.3% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 22.66% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.7pp |
| Employer contribution / active EE | $4,922 | $4,853+1.4% | $4,593+7.2% | $4,194+17.3% |
| Participant deferral / active EE | $6,026 | $8,237-26.9% | $7,906-23.8% | $6,396-5.8% |
| Admin fee / account holder | $46 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |