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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,877 | $181,062-85.2% | $158,223-83.0% | $155,188-82.7% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 13.39% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,329 | $4,565-70.9% | $4,109-67.6% | $4,248-68.7% |
| Participant deferral / active EE | $3,886 | $6,134-36.7% | $5,467-28.9% | $6,531-40.5% |
| Admin fee / account holder | $106 | $18,825-99.4% | $16,047-99.3% | $14,480-99.3% |