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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,693 | $156,398-87.4% | $147,318-86.6% | $138,895-85.8% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 20.83% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,187 | $4,853-54.9% | $4,593-52.4% | $4,194-47.9% |
| Participant deferral / active EE | $3,284 | $8,237-60.1% | $7,906-58.5% | $6,396-48.7% |
| Admin fee / account holder | $43 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |