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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,544 | $185,312-89.5% | $161,489-87.9% | $154,746-87.4% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 19.96% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,791 | $4,769-62.4% | $4,268-58.0% | $4,379-59.1% |
| Participant deferral / active EE | $3,831 | $6,350-39.7% | $5,630-32.0% | $6,730-43.1% |
| Admin fee / account holder | $115 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |