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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,263 | $181,062-83.8% | $158,223-81.5% | $155,188-81.1% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 17.45% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,725 | $4,565-62.2% | $4,109-58.0% | $4,248-59.4% |
| Participant deferral / active EE | $3,215 | $6,134-47.6% | $5,467-41.2% | $6,531-50.8% |
| Admin fee / account holder | $67 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |