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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,000 | $162,136-80.3% | $152,301-79.0% | $154,746-79.3% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 29.20% | 91.02%-61.8pp | 80.50%-51.3pp | 172.34%-143.1pp |
| Employer contribution / active EE | $2,751 | $4,890-43.7% | $4,624-40.5% | $4,379-37.2% |
| Participant deferral / active EE | $6,132 | $8,341-26.5% | $8,004-23.4% | $6,730-8.9% |
| Admin fee / account holder | $184 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |