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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,326 | $154,228-70.0% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 22.64% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,637 | $4,804-24.3% | $4,554-20.1% | $4,156-12.5% |
| Participant deferral / active EE | $8,111 | $8,216-1.3% | $7,897+2.7% | $6,407+26.6% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |