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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,712 | $174,379-76.7% | $152,093-73.2% | $138,895-70.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.78% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,418 | $4,652-69.5% | $4,175-66.0% | $4,194-66.2% |
| Participant deferral / active EE | $12,015 | $6,159+95.1% | $5,451+120.4% | $6,396+87.8% |
| Admin fee / account holder | $4 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |