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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,121 | $223,823-85.6% | $211,142-84.8% | $154,746-79.2% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 19.38% | 50.39%-31.0pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,609 | $6,787-61.6% | $6,442-59.5% | $4,379-40.4% |
| Participant deferral / active EE | $4,526 | $9,750-53.6% | $9,284-51.2% | $6,730-32.8% |
| Admin fee / account holder | $272 | $19,707-98.6% | $19,076-98.6% | $14,365-98.1% |