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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,655 | $154,228-82.7% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 19.84% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,043 | $4,804-57.5% | $4,554-55.1% | $4,156-50.8% |
| Participant deferral / active EE | $2,513 | $8,216-69.4% | $7,897-68.2% | $6,407-60.8% |
| Admin fee / account holder | $247 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |