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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,137 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.73% | 74.59%-52.9pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,030 | $4,804-78.6% | $4,554-77.4% | $4,156-75.2% |
| Participant deferral / active EE | $6,823 | $8,216-17.0% | $7,897-13.6% | $6,407+6.5% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |