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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,769 | $165,399-85.6% | $149,745-84.1% | $158,982-85.0% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 21.39% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $2,597 | $5,105-49.1% | $4,646-44.1% | $4,763-45.5% |
| Participant deferral / active EE | $5,919 | $7,183-17.6% | $6,843-13.5% | $5,983-1.1% |
| Admin fee / account holder | $197 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |