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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,550 | $181,062-92.0% | $158,223-90.8% | $155,188-90.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 79.2%+7.5pp | 80.8%+5.9pp |
| Annual return | 21.19% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $3,182 | $4,565-30.3% | $4,109-22.5% | $4,248-25.1% |
| Participant deferral / active EE | $3,207 | $6,134-47.7% | $5,467-41.3% | $6,531-50.9% |
| Admin fee / account holder | $127 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |