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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,682 | $155,555-70.6% | $146,866-68.9% | $155,188-70.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 29.67% | 115.41%-85.7pp | 102.85%-73.2pp | 148.84%-119.2pp |
| Employer contribution / active EE | $2,417 | $4,647-48.0% | $4,425-45.4% | $4,248-43.1% |
| Participant deferral / active EE | $6,351 | $8,044-21.1% | $7,759-18.2% | $6,531-2.8% |
| Admin fee / account holder | $221 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |