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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,004 | $162,136-76.6% | $152,301-75.0% | $154,746-75.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 27.16% | 91.02%-63.9pp | 80.50%-53.3pp | 172.34%-145.2pp |
| Employer contribution / active EE | $1,252 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $5,235 | $8,341-37.2% | $8,004-34.6% | $6,730-22.2% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |