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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,049 | $148,629-77.1% | $135,982-75.0% | $139,487-75.6% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 27.54% | 79.33%-51.8pp | 68.32%-40.8pp | 373.84%-346.3pp |
| Employer contribution / active EE | $4,646 | $5,247-11.4% | $4,859-4.4% | $4,755-2.3% |
| Participant deferral / active EE | $9,341 | $8,102+15.3% | $7,760+20.4% | $6,713+39.2% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |