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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,869 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 25.59% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,518 | $4,636-67.2% | $4,154-63.4% | $4,156-63.5% |
| Participant deferral / active EE | $5,986 | $6,166-2.9% | $5,453+9.8% | $6,407-6.6% |
| Admin fee / account holder | $87 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |