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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,836 | $201,372-86.2% | $184,260-84.9% | $145,884-80.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 26.33% | 29.04%-2.7pp | 28.84%-2.5pp | 551.85%-525.5pp |
| Employer contribution / active EE | $2,979 | $7,024-57.6% | $6,427-53.6% | $4,662-36.1% |
| Participant deferral / active EE | $6,768 | $9,808-31.0% | $9,133-25.9% | $6,690+1.2% |
| Admin fee / account holder | $76 | $16,362-99.5% | $13,898-99.5% | $13,392-99.4% |