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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,071 | $154,228-69.5% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 26.60% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,558 | $4,804-67.6% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $11,692 | $8,216+42.3% | $7,897+48.1% | $6,407+82.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |