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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,647 | $154,228-84.0% | $145,433-83.1% | $137,256-82.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 23.52% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,864 | $4,804-61.2% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $2,841 | $8,216-65.4% | $7,897-64.0% | $6,407-55.7% |
| Admin fee / account holder | $168 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |