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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,449 | $107,666-68.0% | $102,184-66.3% | $154,746-77.7% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 19.95% | 29.33%-9.4pp | 31.58%-11.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,215 | $3,846-68.4% | $3,594-66.2% | $4,379-72.3% |
| Participant deferral / active EE | $2,905 | $8,719-66.7% | $8,309-65.0% | $6,730-56.8% |
| Admin fee / account holder | $94 | $12,943-99.3% | $11,609-99.2% | $14,365-99.3% |