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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,481 | $178,174-70.0% | $156,181-65.8% | $137,256-61.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 21.39% | 84.19%-62.8pp | 64.87%-43.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,639 | $4,972-67.0% | $4,294-61.8% | $4,156-60.6% |
| Participant deferral / active EE | $3,095 | $6,888-55.1% | $6,132-49.5% | $6,407-51.7% |
| Admin fee / account holder | $93 | $17,404-99.5% | $14,586-99.4% | $12,270-99.2% |