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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,458 | $174,379-82.0% | $152,093-79.3% | $138,895-77.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 13.24% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,745 | $4,652-41.0% | $4,175-34.2% | $4,194-34.6% |
| Participant deferral / active EE | $6,254 | $6,159+1.5% | $5,451+14.7% | $6,396-2.2% |
| Admin fee / account holder | $291 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |