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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,483 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 23.62% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $4,518 | $4,804-6.0% | $4,554-0.8% | $4,156+8.7% |
| Participant deferral / active EE | $9,163 | $8,216+11.5% | $7,897+16.0% | $6,407+43.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |