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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,775 | $172,111-90.8% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 26.31% | 69.37%-43.1pp | 62.79%-36.5pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,444 | $4,636-47.3% | $4,154-41.2% | $4,156-41.2% |
| Participant deferral / active EE | $2,877 | $6,166-53.3% | $5,453-47.2% | $6,407-55.1% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |