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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,842 | $172,758-76.9% | $149,600-73.4% | $138,895-71.3% |
| Participation rate | 94.1% | 80.2%+13.9pp | 77.2%+17.0pp | 79.9%+14.2pp |
| Annual return | 24.28% | 181.17%-156.9pp | 129.59%-105.3pp | 145.39%-121.1pp |
| Employer contribution / active EE | $4,433 | $4,778-7.2% | $4,193+5.7% | $4,194+5.7% |
| Participant deferral / active EE | $8,729 | $8,180+6.7% | $7,203+21.2% | $6,396+36.5% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |