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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,213 | $165,399-85.4% | $149,745-83.8% | $158,982-84.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.44% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,519 | $5,105-50.7% | $4,646-45.8% | $4,763-47.1% |
| Participant deferral / active EE | $4,771 | $7,183-33.6% | $6,843-30.3% | $5,983-20.3% |
| Admin fee / account holder | $96 | $10,811-99.1% | $9,312-99.0% | $11,252-99.1% |