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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,727 | $172,111-79.2% | $150,298-76.2% | $137,256-74.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.84% | 69.37%-49.5pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,312 | $4,636-71.7% | $4,154-68.4% | $4,156-68.4% |
| Participant deferral / active EE | $5,102 | $6,166-17.3% | $5,453-6.4% | $6,407-20.4% |
| Admin fee / account holder | $237 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |