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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,544 | $181,062-89.2% | $158,223-87.6% | $155,188-87.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 19.96% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,791 | $4,565-60.8% | $4,109-56.4% | $4,248-57.8% |
| Participant deferral / active EE | $3,831 | $6,134-37.6% | $5,467-29.9% | $6,531-41.3% |
| Admin fee / account holder | $115 | $18,825-99.4% | $16,047-99.3% | $14,480-99.2% |