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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,513 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.39% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,600 | $4,804-66.7% | $4,554-64.9% | $4,156-61.5% |
| Participant deferral / active EE | $4,700 | $8,216-42.8% | $7,897-40.5% | $6,407-26.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |