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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,213 | $165,351-85.4% | $149,710-83.8% | $158,931-84.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.44% | 348.19%-329.7pp | 276.63%-258.2pp | 302.86%-284.4pp |
| Employer contribution / active EE | $2,519 | $5,103-50.6% | $4,645-45.8% | $4,761-47.1% |
| Participant deferral / active EE | $4,771 | $7,181-33.6% | $6,842-30.3% | $5,982-20.2% |
| Admin fee / account holder | $96 | $10,807-99.1% | $9,309-99.0% | $11,247-99.1% |