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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,309 | $168,635-35.2% | $147,617-26.0% | $125,389-12.8% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | 5.04% | 77.65%-72.6pp | 61.98%-56.9pp | 282.24%-277.2pp |
| Employer contribution / active EE | $1,826 | $6,252-70.8% | $5,564-67.2% | $4,866-62.5% |
| Participant deferral / active EE | $4,937 | $5,507-10.4% | $4,895+0.8% | $5,352-7.8% |
| Admin fee / account holder | $28 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |