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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,711 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.08% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,682 | $4,804-23.4% | $4,554-19.2% | $4,156-11.4% |
| Participant deferral / active EE | $5,482 | $8,216-33.3% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $265 | $14,344-98.2% | $13,129-98.0% | $12,270-97.8% |