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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,135 | $154,228-77.9% | $145,433-76.5% | $137,256-75.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.31% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,905 | $4,804-39.5% | $4,554-36.2% | $4,156-30.1% |
| Participant deferral / active EE | $4,641 | $8,216-43.5% | $7,897-41.2% | $6,407-27.6% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |