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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,038 | $172,111-80.2% | $150,298-77.4% | $137,256-75.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.70% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,859 | $4,636+26.4% | $4,154+41.0% | $4,156+41.0% |
| Participant deferral / active EE | $3,418 | $6,166-44.6% | $5,453-37.3% | $6,407-46.6% |
| Admin fee / account holder | $121 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |