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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,332 | $162,136-78.8% | $152,301-77.5% | $154,746-77.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 21.45% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $6,947 | $4,890+42.1% | $4,624+50.2% | $4,379+58.7% |
| Participant deferral / active EE | $4,474 | $8,341-46.4% | $8,004-44.1% | $6,730-33.5% |
| Admin fee / account holder | $53 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |