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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,440 | $185,312-85.7% | $161,489-83.6% | $154,746-82.9% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 19.31% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,365 | $4,769-71.4% | $4,268-68.0% | $4,379-68.8% |
| Participant deferral / active EE | $6,015 | $6,350-5.3% | $5,630+6.8% | $6,730-10.6% |
| Admin fee / account holder | $276 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |