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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,338 | $162,136-76.4% | $152,301-74.8% | $154,746-75.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 18.95% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,873 | $4,890-20.8% | $4,624-16.2% | $4,379-11.5% |
| Participant deferral / active EE | $4,699 | $8,341-43.7% | $8,004-41.3% | $6,730-30.2% |
| Admin fee / account holder | $37 | $15,759-99.8% | $14,398-99.7% | $14,365-99.7% |