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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,038 | $174,379-80.5% | $152,093-77.6% | $138,895-75.5% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 18.70% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $5,859 | $4,652+26.0% | $4,175+40.3% | $4,194+39.7% |
| Participant deferral / active EE | $3,418 | $6,159-44.5% | $5,451-37.3% | $6,396-46.6% |
| Admin fee / account holder | $121 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |