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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,004 | $155,555-75.6% | $146,866-74.1% | $155,188-75.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 27.16% | 115.41%-88.3pp | 102.85%-75.7pp | 148.84%-121.7pp |
| Employer contribution / active EE | $1,252 | $4,647-73.1% | $4,425-71.7% | $4,248-70.5% |
| Participant deferral / active EE | $5,235 | $8,044-34.9% | $7,759-32.5% | $6,531-19.8% |
| Admin fee / account holder | $83 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |