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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,263 | $174,379-83.2% | $152,093-80.8% | $138,895-78.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.45% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,725 | $4,652-62.9% | $4,175-58.7% | $4,194-58.9% |
| Participant deferral / active EE | $3,215 | $6,159-47.8% | $5,451-41.0% | $6,396-49.7% |
| Admin fee / account holder | $67 | $16,880-99.6% | $14,497-99.5% | $12,562-99.5% |