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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,528 | $174,379-91.7% | $152,093-90.4% | $138,895-89.5% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 25.16% | 74.86%-49.7pp | 66.36%-41.2pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,659 | $4,652-42.8% | $4,175-36.3% | $4,194-36.6% |
| Participant deferral / active EE | $3,016 | $6,159-51.0% | $5,451-44.7% | $6,396-52.8% |
| Admin fee / account holder | $185 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |