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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,794 | $154,228-82.6% | $145,433-81.6% | $137,256-80.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.69% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,840 | $4,804-61.7% | $4,554-59.6% | $4,156-55.7% |
| Participant deferral / active EE | $2,985 | $8,216-63.7% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |