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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,045 | $172,111-87.8% | $150,298-86.0% | $137,256-84.7% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,879 | $4,636+5.2% | $4,154+17.4% | $4,156+17.4% |
| Participant deferral / active EE | $1,891 | $6,166-69.3% | $5,453-65.3% | $6,407-70.5% |
| Admin fee / account holder | $204 | $16,471-98.8% | $14,116-98.6% | $12,270-98.3% |