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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,725 | $155,555-86.0% | $146,866-85.2% | $155,188-86.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 32.67% | 115.41%-82.7pp | 102.85%-70.2pp | 148.84%-116.2pp |
| Employer contribution / active EE | $2,444 | $4,647-47.4% | $4,425-44.8% | $4,248-42.5% |
| Participant deferral / active EE | $3,323 | $8,044-58.7% | $7,759-57.2% | $6,531-49.1% |
| Admin fee / account holder | $34 | $14,755-99.8% | $13,620-99.7% | $14,480-99.8% |