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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,093 | $156,398-80.8% | $147,318-79.6% | $138,895-78.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 21.30% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,717 | $4,853-44.0% | $4,593-40.8% | $4,194-35.2% |
| Participant deferral / active EE | $6,413 | $8,237-22.2% | $7,906-18.9% | $6,396+0.3% |
| Admin fee / account holder | $69 | $14,976-99.5% | $13,708-99.5% | $12,562-99.5% |