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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,129 | $185,312-85.9% | $161,489-83.8% | $154,746-83.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 21.48% | 103.84%-82.4pp | 89.72%-68.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,848 | $4,769-61.3% | $4,268-56.7% | $4,379-57.8% |
| Participant deferral / active EE | $7,262 | $6,350+14.4% | $5,630+29.0% | $6,730+7.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |