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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,158 | $182,442-80.2% | $163,379-77.9% | $138,895-74.0% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.8%+5.5pp | 79.9%+2.4pp |
| Annual return | 16.65% | 72.74%-56.1pp | 63.41%-46.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,514 | $4,159-63.6% | $3,752-59.7% | $4,194-63.9% |
| Participant deferral / active EE | $5,500 | $6,817-19.3% | $6,282-12.4% | $6,396-14.0% |
| Admin fee / account holder | $83 | $10,396-99.2% | $9,818-99.2% | $12,562-99.3% |