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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,978 | $156,398-80.2% | $147,318-79.0% | $138,895-77.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 19.24% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,944 | $4,853-59.9% | $4,593-57.7% | $4,194-53.6% |
| Participant deferral / active EE | $2,528 | $8,237-69.3% | $7,906-68.0% | $6,396-60.5% |
| Admin fee / account holder | $34 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |