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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,151 | $185,312-85.9% | $161,489-83.8% | $154,746-83.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 27.56% | 103.84%-76.3pp | 89.72%-62.2pp | 172.34%-144.8pp |
| Employer contribution / active EE | $1,912 | $4,769-59.9% | $4,268-55.2% | $4,379-56.3% |
| Participant deferral / active EE | $6,224 | $6,350-2.0% | $5,630+10.6% | $6,730-7.5% |
| Admin fee / account holder | $285 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |