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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,123 | $185,312-88.1% | $161,489-86.3% | $154,746-85.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 23.90% | 103.84%-79.9pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,983 | $4,769-58.4% | $4,268-53.5% | $4,379-54.7% |
| Participant deferral / active EE | $3,733 | $6,350-41.2% | $5,630-33.7% | $6,730-44.5% |
| Admin fee / account holder | $54 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |