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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,389 | $95,959-80.8% | $97,411-81.1% | $138,895-86.8% |
| Participation rate | 93.3% | 81.8%+11.5pp | 80.4%+13.0pp | 79.9%+13.4pp |
| Annual return | 58.46% | 29.30%+29.2pp | 34.72%+23.7pp | 145.39%-86.9pp |
| Employer contribution / active EE | $3,069 | $4,278-28.3% | $4,210-27.1% | $4,194-26.8% |
| Participant deferral / active EE | $6,166 | $5,876+4.9% | $5,886+4.8% | $6,396-3.6% |
| Admin fee / account holder | $48 | $7,555-99.4% | $7,145-99.3% | $12,562-99.6% |