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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,848 | $181,062-86.8% | $158,223-84.9% | $155,188-84.6% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 13.47% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $947 | $4,565-79.3% | $4,109-77.0% | $4,248-77.7% |
| Participant deferral / active EE | $5,711 | $6,134-6.9% | $5,467+4.5% | $6,531-12.6% |
| Admin fee / account holder | $17 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |