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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,738 | $185,312-87.7% | $161,489-85.9% | $154,746-85.3% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 20.50% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,835 | $4,769-61.5% | $4,268-57.0% | $4,379-58.1% |
| Participant deferral / active EE | $4,156 | $6,350-34.6% | $5,630-26.2% | $6,730-38.3% |
| Admin fee / account holder | $79 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |