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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,775 | $174,379-91.0% | $152,093-89.6% | $138,895-88.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 26.31% | 74.86%-48.6pp | 66.36%-40.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $2,444 | $4,652-47.5% | $4,175-41.5% | $4,194-41.7% |
| Participant deferral / active EE | $2,877 | $6,159-53.3% | $5,451-47.2% | $6,396-55.0% |
| Admin fee / account holder | $32 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |