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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,572 | $156,398-83.0% | $147,318-82.0% | $138,895-80.9% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 21.08% | 78.75%-57.7pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,748 | $4,853-43.4% | $4,593-40.2% | $4,194-34.5% |
| Participant deferral / active EE | $3,148 | $8,237-61.8% | $7,906-60.2% | $6,396-50.8% |
| Admin fee / account holder | $52 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |