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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,985 | $174,379-88.0% | $152,093-86.2% | $138,895-84.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 22.14% | 74.86%-52.7pp | 66.36%-44.2pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,508 | $4,652-67.6% | $4,175-63.9% | $4,194-64.0% |
| Participant deferral / active EE | $7,010 | $6,159+13.8% | $5,451+28.6% | $6,396+9.6% |
| Admin fee / account holder | $51 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |