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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,563 | $155,555-86.8% | $146,866-86.0% | $155,188-86.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 23.28% | 115.41%-92.1pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $4,023 | $4,647-13.4% | $4,425-9.1% | $4,248-5.3% |
| Participant deferral / active EE | $4,023 | $8,044-50.0% | $7,759-48.2% | $6,531-38.4% |
| Admin fee / account holder | $56 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |