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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,714 | $154,228-75.5% | $145,433-74.1% | $137,256-72.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.32% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,547 | $4,804-47.0% | $4,554-44.1% | $4,156-38.7% |
| Participant deferral / active EE | $7,098 | $8,216-13.6% | $7,897-10.1% | $6,407+10.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |