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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,675 | $154,228-85.3% | $145,433-84.4% | $137,256-83.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.16% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,030 | $4,804-57.7% | $4,554-55.4% | $4,156-51.2% |
| Participant deferral / active EE | $5,757 | $8,216-29.9% | $7,897-27.1% | $6,407-10.1% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |