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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,653 | $172,111-87.4% | $150,298-85.6% | $137,256-84.2% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 13.26% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $848 | $4,636-81.7% | $4,154-79.6% | $4,156-79.6% |
| Participant deferral / active EE | $2,483 | $6,166-59.7% | $5,453-54.5% | $6,407-61.2% |
| Admin fee / account holder | $204 | $16,471-98.8% | $14,116-98.6% | $12,270-98.3% |