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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,867 | $181,062-87.4% | $158,223-85.5% | $155,188-85.3% |
| Participation rate | 86.7% | 82.7%+4.0pp | 79.2%+7.5pp | 80.8%+5.9pp |
| Annual return | 10.52% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $255 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |