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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,745 | $155,555-86.7% | $146,866-85.9% | $155,188-86.6% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 19.63% | 115.41%-95.8pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $881 | $4,647-81.0% | $4,425-80.1% | $4,248-79.2% |
| Participant deferral / active EE | $5,271 | $8,044-34.5% | $7,759-32.1% | $6,531-19.3% |
| Admin fee / account holder | $218 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |