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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,557 | $172,111-91.5% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 54.96% | 69.37%-14.4pp | 62.79%-7.8pp | 220.34%-165.4pp |
| Employer contribution / active EE | $5,483 | $4,636+18.3% | $4,154+32.0% | $4,156+31.9% |
| Participant deferral / active EE | $4,565 | $6,166-26.0% | $5,453-16.3% | $6,407-28.7% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |