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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,647 | $155,555-84.2% | $146,866-83.2% | $155,188-84.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 23.52% | 115.41%-91.9pp | 102.85%-79.3pp | 148.84%-125.3pp |
| Employer contribution / active EE | $1,864 | $4,647-59.9% | $4,425-57.9% | $4,248-56.1% |
| Participant deferral / active EE | $2,841 | $8,044-64.7% | $7,759-63.4% | $6,531-56.5% |
| Admin fee / account holder | $168 | $14,755-98.9% | $13,620-98.8% | $14,480-98.8% |