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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,205 | $155,555-77.4% | $146,866-76.0% | $155,188-77.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 34.92% | 115.41%-80.5pp | 102.85%-67.9pp | 148.84%-113.9pp |
| Employer contribution / active EE | $1,960 | $4,647-57.8% | $4,425-55.7% | $4,248-53.9% |
| Participant deferral / active EE | $3,323 | $8,044-58.7% | $7,759-57.2% | $6,531-49.1% |
| Admin fee / account holder | $185 | $14,755-98.7% | $13,620-98.6% | $14,480-98.7% |