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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,002 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,776 | $4,804-63.0% | $4,554-61.0% | $4,156-57.3% |
| Participant deferral / active EE | $4,414 | $8,216-46.3% | $7,897-44.1% | $6,407-31.1% |
| Admin fee / account holder | $138 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |