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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,927 | $155,555-78.2% | $146,866-76.9% | $155,188-78.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 22.04% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $4,604 | $4,647-0.9% | $4,425+4.1% | $4,248+8.4% |
| Participant deferral / active EE | $9,280 | $8,044+15.4% | $7,759+19.6% | $6,531+42.1% |
| Admin fee / account holder | $35 | $14,755-99.8% | $13,620-99.7% | $14,480-99.8% |