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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,721 | $178,174-83.9% | $156,181-81.6% | $137,256-79.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 42.75% | 84.19%-41.4pp | 64.87%-22.1pp | 220.34%-177.6pp |
| Employer contribution / active EE | $1,663 | $4,972-66.6% | $4,294-61.3% | $4,156-60.0% |
| Participant deferral / active EE | $2,892 | $6,888-58.0% | $6,132-52.8% | $6,407-54.9% |
| Admin fee / account holder | $128 | $17,404-99.3% | $14,586-99.1% | $12,270-99.0% |