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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,333 | $201,344-81.5% | $184,243-79.7% | $145,877-74.4% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 24.90% | 29.01%-4.1pp | 28.82%-3.9pp | 551.28%-526.4pp |
| Employer contribution / active EE | $2,723 | $7,022-61.2% | $6,427-57.6% | $4,663-41.6% |
| Participant deferral / active EE | $4,168 | $9,807-57.5% | $9,132-54.4% | $6,691-37.7% |
| Admin fee / account holder | $51 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |