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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,137 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 21.73% | 115.41%-93.7pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,030 | $4,647-77.8% | $4,425-76.7% | $4,248-75.7% |
| Participant deferral / active EE | $6,823 | $8,044-15.2% | $7,759-12.1% | $6,531+4.5% |
| Admin fee / account holder | $18 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |