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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,942 | $208,088-87.1% | $186,193-85.5% | $154,746-82.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 23.99% | 89.97%-66.0pp | 78.03%-54.0pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,133 | $4,340-73.9% | $3,918-71.1% | $4,379-74.1% |
| Participant deferral / active EE | $7,036 | $7,078-0.6% | $6,513+8.0% | $6,730+4.5% |
| Admin fee / account holder | $20 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |