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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,183 | $185,312-85.9% | $161,489-83.8% | $154,746-83.1% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 12.48% | 103.84%-91.4pp | 89.72%-77.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,065 | $4,769-56.7% | $4,268-51.6% | $4,379-52.9% |
| Participant deferral / active EE | $4,455 | $6,350-29.8% | $5,630-20.9% | $6,730-33.8% |
| Admin fee / account holder | $188 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |