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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,409 | $156,398-89.5% | $147,318-88.9% | $138,895-88.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 40.10% | 78.75%-38.7pp | 70.43%-30.3pp | 145.39%-105.3pp |
| Employer contribution / active EE | $2,430 | $4,853-49.9% | $4,593-47.1% | $4,194-42.1% |
| Participant deferral / active EE | $4,148 | $8,237-49.7% | $7,906-47.5% | $6,396-35.2% |
| Admin fee / account holder | $29 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |