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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,572 | $155,555-82.9% | $146,866-81.9% | $155,188-82.9% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 21.08% | 115.41%-94.3pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,748 | $4,647-40.9% | $4,425-37.9% | $4,248-35.3% |
| Participant deferral / active EE | $3,148 | $8,044-60.9% | $7,759-59.4% | $6,531-51.8% |
| Admin fee / account holder | $52 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |