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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,503 | $162,136-88.6% | $152,301-87.9% | $154,746-88.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 21.85% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,249 | $4,890-54.0% | $4,624-51.4% | $4,379-48.6% |
| Participant deferral / active EE | $4,283 | $8,341-48.7% | $8,004-46.5% | $6,730-36.4% |
| Admin fee / account holder | $287 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |