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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,850 | $97,289-78.6% | $92,805-77.5% | $155,188-86.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 25.81% | 29.03%-3.2pp | 31.59%-5.8pp | 148.84%-123.0pp |
| Employer contribution / active EE | $1,832 | $3,632-49.6% | $3,424-46.5% | $4,248-56.9% |
| Participant deferral / active EE | $2,763 | $8,795-68.6% | $8,448-67.3% | $6,531-57.7% |
| Admin fee / account holder | $37 | $12,015-99.7% | $10,911-99.7% | $14,480-99.7% |