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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,003 | $172,111-75.6% | $150,298-72.1% | $137,256-69.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 24.30% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $6,503 | $4,636+40.3% | $4,154+56.5% | $4,156+56.5% |
| Participant deferral / active EE | $3,270 | $6,166-47.0% | $5,453-40.0% | $6,407-49.0% |
| Admin fee / account holder | $39 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |