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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,869 | $154,228-87.1% | $145,433-86.3% | $137,256-85.5% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 23.79% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,112 | $4,804-56.0% | $4,554-53.6% | $4,156-49.2% |
| Participant deferral / active EE | $3,659 | $8,216-55.5% | $7,897-53.7% | $6,407-42.9% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |