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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,877 | $185,312-85.5% | $161,489-83.4% | $154,746-82.6% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 13.39% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,329 | $4,769-72.1% | $4,268-68.9% | $4,379-69.6% |
| Participant deferral / active EE | $3,886 | $6,350-38.8% | $5,630-31.0% | $6,730-42.3% |
| Admin fee / account holder | $106 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |