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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,977 | $172,111-91.3% | $150,298-90.0% | $137,256-89.1% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 18.89% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,982 | $4,636-35.7% | $4,154-28.2% | $4,156-28.2% |
| Participant deferral / active EE | $1,824 | $6,166-70.4% | $5,453-66.6% | $6,407-71.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |