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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,151 | $172,111-84.8% | $150,298-82.6% | $137,256-80.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 27.56% | 69.37%-41.8pp | 62.79%-35.2pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,912 | $4,636-58.8% | $4,154-54.0% | $4,156-54.0% |
| Participant deferral / active EE | $6,224 | $6,166+0.9% | $5,453+14.1% | $6,407-2.9% |
| Admin fee / account holder | $285 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |