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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,572 | $181,062-84.8% | $158,223-82.6% | $155,188-82.2% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 28.84% | 57.39%-28.5pp | 52.09%-23.3pp | 148.84%-120.0pp |
| Employer contribution / active EE | $2,691 | $4,565-41.0% | $4,109-34.5% | $4,248-36.7% |
| Participant deferral / active EE | $7,326 | $6,134+19.4% | $5,467+34.0% | $6,531+12.2% |
| Admin fee / account holder | $60 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |