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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,194 | $97,125-93.6% | $86,233-92.8% | $137,256-95.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 24.82% | 74.19%-49.4pp | 61.39%-36.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,101 | $2,841-26.0% | $2,504-16.1% | $4,156-49.4% |
| Participant deferral / active EE | $1,898 | $5,180-63.4% | $4,559-58.4% | $6,407-70.4% |
| Admin fee / account holder | $24 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |