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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,593 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.04% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,576 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $3,152 | $8,216-61.6% | $7,897-60.1% | $6,407-50.8% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |