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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,333 | $201,264-81.5% | $184,185-79.7% | $145,978-74.4% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 24.90% | 29.00%-4.1pp | 28.81%-3.9pp | 550.52%-525.6pp |
| Employer contribution / active EE | $2,723 | $7,021-61.2% | $6,426-57.6% | $4,662-41.6% |
| Participant deferral / active EE | $4,168 | $9,806-57.5% | $9,132-54.4% | $6,690-37.7% |
| Admin fee / account holder | $51 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |