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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,063 | $111,535-83.8% | $105,223-82.8% | $137,256-86.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 16.90% | 237.85%-221.0pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,001 | $3,939+1.6% | $3,689+8.5% | $4,156-3.7% |
| Participant deferral / active EE | $2,312 | $5,500-58.0% | $5,072-54.4% | $6,407-63.9% |
| Admin fee / account holder | $148 | $9,721-98.5% | $8,859-98.3% | $12,270-98.8% |