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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,123 | $174,379-87.3% | $152,093-85.5% | $138,895-84.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 23.90% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,983 | $4,652-57.4% | $4,175-52.5% | $4,194-52.7% |
| Participant deferral / active EE | $3,733 | $6,159-39.4% | $5,451-31.5% | $6,396-41.6% |
| Admin fee / account holder | $54 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |