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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,506 | $115,903-77.1% | $100,528-73.6% | $158,966-83.3% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 29.74% | 34.80%-5.1pp | 30.90%-1.2pp | 302.95%-273.2pp |
| Employer contribution / active EE | $1,627 | $4,105-60.4% | $3,419-52.4% | $4,762-65.8% |
| Participant deferral / active EE | $6,876 | $6,677+3.0% | $6,271+9.6% | $5,983+14.9% |
| Admin fee / account holder | $257 | $11,000-97.7% | $8,084-96.8% | $11,250-97.7% |