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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,117 | $185,312-80.5% | $161,489-77.6% | $154,746-76.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 24.41% | 103.84%-79.4pp | 89.72%-65.3pp | 172.34%-147.9pp |
| Employer contribution / active EE | $2,242 | $4,769-53.0% | $4,268-47.5% | $4,379-48.8% |
| Participant deferral / active EE | $9,317 | $6,350+46.7% | $5,630+65.5% | $6,730+38.4% |
| Admin fee / account holder | $9 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |