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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,072 | $154,228-74.7% | $145,433-73.1% | $137,256-71.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,254 | $8,216-48.2% | $7,897-46.1% | $6,407-33.6% |
| Admin fee / account holder | $242 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |