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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,357 | $148,623-79.6% | $135,974-77.7% | $139,466-78.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.00% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,174 | $5,246-77.6% | $4,859-75.8% | $4,754-75.3% |
| Participant deferral / active EE | $2,586 | $8,103-68.1% | $7,760-66.7% | $6,712-61.5% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |