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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,877 | $172,111-74.5% | $150,298-70.8% | $137,256-68.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.99% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,891 | $4,636-16.1% | $4,154-6.3% | $4,156-6.4% |
| Participant deferral / active EE | $6,722 | $6,166+9.0% | $5,453+23.3% | $6,407+4.9% |
| Admin fee / account holder | $244 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |