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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,292 | $162,136-79.5% | $152,301-78.1% | $154,746-78.5% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 21.09% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,773 | $4,890-22.8% | $4,624-18.4% | $4,379-13.8% |
| Participant deferral / active EE | $4,880 | $8,341-41.5% | $8,004-39.0% | $6,730-27.5% |
| Admin fee / account holder | $278 | $15,759-98.2% | $14,398-98.1% | $14,365-98.1% |