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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,539 | $181,062-88.1% | $158,223-86.4% | $155,188-86.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 21.82% | 57.39%-35.6pp | 52.09%-30.3pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,584 | $4,565-43.4% | $4,109-37.1% | $4,248-39.2% |
| Participant deferral / active EE | $4,940 | $6,134-19.5% | $5,467-9.6% | $6,531-24.4% |
| Admin fee / account holder | $64 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |