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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,205 | $154,228-77.2% | $145,433-75.8% | $137,256-74.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 34.92% | 74.59%-39.7pp | 66.58%-31.7pp | 220.34%-185.4pp |
| Employer contribution / active EE | $1,960 | $4,804-59.2% | $4,554-57.0% | $4,156-52.8% |
| Participant deferral / active EE | $3,323 | $8,216-59.6% | $7,897-57.9% | $6,407-48.1% |
| Admin fee / account holder | $185 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |