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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,121 | $209,336-84.7% | $197,124-83.7% | $137,256-76.6% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 19.38% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,609 | $6,591-60.4% | $6,227-58.1% | $4,156-37.2% |
| Participant deferral / active EE | $4,526 | $9,614-52.9% | $9,135-50.5% | $6,407-29.4% |
| Admin fee / account holder | $272 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |