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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,116 | $181,062-90.5% | $158,223-89.2% | $155,188-89.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 24.10% | 57.39%-33.3pp | 52.09%-28.0pp | 148.84%-124.7pp |
| Employer contribution / active EE | $2,216 | $4,565-51.5% | $4,109-46.1% | $4,248-47.8% |
| Participant deferral / active EE | $2,375 | $6,134-61.3% | $5,467-56.6% | $6,531-63.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |