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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,319 | $165,399-76.2% | $149,745-73.7% | $158,982-75.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.41% | 348.34%-321.9pp | 276.72%-250.3pp | 302.99%-276.6pp |
| Employer contribution / active EE | $3,973 | $5,105-22.2% | $4,646-14.5% | $4,763-16.6% |
| Participant deferral / active EE | $9,166 | $7,183+27.6% | $6,843+34.0% | $5,983+53.2% |
| Admin fee / account holder | $14 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |