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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,829 | $154,228-77.4% | $145,433-76.1% | $137,256-74.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 25.49% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $4,853 | $4,804+1.0% | $4,554+6.6% | $4,156+16.8% |
| Participant deferral / active EE | $9,245 | $8,216+12.5% | $7,897+17.1% | $6,407+44.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |