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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,205 | $162,136-78.3% | $152,301-76.9% | $154,746-77.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 34.92% | 91.02%-56.1pp | 80.50%-45.6pp | 172.34%-137.4pp |
| Employer contribution / active EE | $1,960 | $4,890-59.9% | $4,624-57.6% | $4,379-55.2% |
| Participant deferral / active EE | $3,323 | $8,341-60.2% | $8,004-58.5% | $6,730-50.6% |
| Admin fee / account holder | $185 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |