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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,179 | $172,111-79.0% | $150,298-75.9% | $137,256-73.6% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 28.63% | 69.37%-40.7pp | 62.79%-34.2pp | 220.34%-191.7pp |
| Employer contribution / active EE | $4,455 | $4,636-3.9% | $4,154+7.2% | $4,156+7.2% |
| Participant deferral / active EE | $10,706 | $6,166+73.6% | $5,453+96.3% | $6,407+67.1% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |