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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,129 | $181,062-85.6% | $158,223-83.5% | $155,188-83.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 21.48% | 57.39%-35.9pp | 52.09%-30.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,848 | $4,565-59.5% | $4,109-55.0% | $4,248-56.5% |
| Participant deferral / active EE | $7,262 | $6,134+18.4% | $5,467+32.8% | $6,531+11.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |