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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,235 | $162,136-81.4% | $152,301-80.1% | $154,746-80.5% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 20.52% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,155 | $4,890-55.9% | $4,624-53.4% | $4,379-50.8% |
| Participant deferral / active EE | $4,431 | $8,341-46.9% | $8,004-44.6% | $6,730-34.2% |
| Admin fee / account holder | $76 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |