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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,906 | $165,399-71.6% | $149,745-68.7% | $158,982-70.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 34.73% | 348.34%-313.6pp | 276.72%-242.0pp | 302.99%-268.3pp |
| Employer contribution / active EE | $7,313 | $5,105+43.3% | $4,646+57.4% | $4,763+53.5% |
| Participant deferral / active EE | $11,133 | $7,183+55.0% | $6,843+62.7% | $5,983+86.1% |
| Admin fee / account holder | $152 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |