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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,682 | $172,111-78.7% | $150,298-75.6% | $137,256-73.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 20.99% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,456 | $4,636-25.5% | $4,154-16.8% | $4,156-16.8% |
| Participant deferral / active EE | $9,003 | $6,166+46.0% | $5,453+65.1% | $6,407+40.5% |
| Admin fee / account holder | $46 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |