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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,712 | $172,111-76.3% | $150,298-72.9% | $137,256-70.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,418 | $4,636-69.4% | $4,154-65.9% | $4,156-65.9% |
| Participant deferral / active EE | $12,015 | $6,166+94.9% | $5,453+120.3% | $6,407+87.5% |
| Admin fee / account holder | $4 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |