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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,738 | $172,111-87.4% | $150,298-85.5% | $137,256-84.2% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 30.94% | 69.37%-38.4pp | 62.79%-31.8pp | 220.34%-189.4pp |
| Employer contribution / active EE | $2,186 | $4,636-52.8% | $4,154-47.4% | $4,156-47.4% |
| Participant deferral / active EE | $4,698 | $6,166-23.8% | $5,453-13.8% | $6,407-26.7% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |