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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,326 | $162,136-71.4% | $152,301-69.6% | $154,746-70.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 22.64% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $3,637 | $4,890-25.6% | $4,624-21.3% | $4,379-16.9% |
| Participant deferral / active EE | $8,111 | $8,341-2.8% | $8,004+1.3% | $6,730+20.5% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |