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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,222 | $162,136-84.4% | $152,301-83.4% | $154,746-83.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 23.83% | 91.02%-67.2pp | 80.50%-56.7pp | 172.34%-148.5pp |
| Employer contribution / active EE | $8,798 | $4,890+79.9% | $4,624+90.2% | $4,379+100.9% |
| Participant deferral / active EE | $14,841 | $8,341+77.9% | $8,004+85.4% | $6,730+120.5% |
| Admin fee / account holder | $157 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |