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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,409 | $154,228-89.4% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 40.10% | 74.59%-34.5pp | 66.58%-26.5pp | 220.34%-180.2pp |
| Employer contribution / active EE | $2,430 | $4,804-49.4% | $4,554-46.6% | $4,156-41.5% |
| Participant deferral / active EE | $4,148 | $8,216-49.5% | $7,897-47.5% | $6,407-35.3% |
| Admin fee / account holder | $29 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |