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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,306 | $100,970-78.9% | $96,576-77.9% | $137,256-84.5% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 20.79% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,891 | $3,809+2.1% | $3,553+9.5% | $4,156-6.4% |
| Participant deferral / active EE | $4,864 | $8,286-41.3% | $7,956-38.9% | $6,407-24.1% |
| Admin fee / account holder | $40 | $11,312-99.6% | $11,381-99.6% | $12,270-99.7% |