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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,256 | $156,398-80.7% | $147,318-79.5% | $138,895-78.2% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 21.59% | 78.75%-57.2pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,587 | $4,853-67.3% | $4,593-65.4% | $4,194-62.2% |
| Participant deferral / active EE | $6,848 | $8,237-16.9% | $7,906-13.4% | $6,396+7.1% |
| Admin fee / account holder | $224 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |