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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,593 | $156,398-84.3% | $147,318-83.3% | $138,895-82.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.04% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,576 | $4,853-67.5% | $4,593-65.7% | $4,194-62.4% |
| Participant deferral / active EE | $3,152 | $8,237-61.7% | $7,906-60.1% | $6,396-50.7% |
| Admin fee / account holder | $71 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |