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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,221 | $183,516-90.6% | $155,534-88.9% | $145,884-88.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.66% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,937 | $5,315-7.1% | $4,675+5.6% | $4,662+5.9% |
| Participant deferral / active EE | $3,750 | $6,467-42.0% | $5,630-33.4% | $6,690-43.9% |
| Admin fee / account holder | $145 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |