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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,305 | $162,136-83.2% | $152,301-82.1% | $154,746-82.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 21.79% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $3,085 | $4,890-36.9% | $4,624-33.3% | $4,379-29.6% |
| Participant deferral / active EE | $3,418 | $8,341-59.0% | $8,004-57.3% | $6,730-49.2% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |