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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,847 | $162,136-86.5% | $152,301-85.7% | $154,746-85.9% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 23.20% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $5,579 | $4,890+14.1% | $4,624+20.6% | $4,379+27.4% |
| Participant deferral / active EE | $7,077 | $8,341-15.2% | $8,004-11.6% | $6,730+5.1% |
| Admin fee / account holder | $189 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |