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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,011 | $212,386-77.4% | $199,883-76.0% | $138,895-65.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 16.84% | 47.75%-30.9pp | 43.81%-27.0pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,835 | $6,625-72.3% | $6,261-70.7% | $4,194-56.2% |
| Participant deferral / active EE | $5,978 | $9,617-37.8% | $9,138-34.6% | $6,396-6.5% |
| Admin fee / account holder | $196 | $18,233-98.9% | $17,268-98.9% | $12,562-98.4% |