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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,797 | $165,399-75.9% | $149,745-73.4% | $158,982-75.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.07% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,314 | $5,105-54.7% | $4,646-50.2% | $4,763-51.4% |
| Participant deferral / active EE | $6,390 | $7,183-11.0% | $6,843-6.6% | $5,983+6.8% |
| Admin fee / account holder | $38 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |