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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,533 | $209,336-85.9% | $197,124-85.0% | $137,256-78.5% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 21.90% | 48.09%-26.2pp | 44.34%-22.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,046 | $6,591-69.0% | $6,227-67.2% | $4,156-50.8% |
| Participant deferral / active EE | $6,088 | $9,614-36.7% | $9,135-33.3% | $6,407-5.0% |
| Admin fee / account holder | $76 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |