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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,632 | $201,344-80.8% | $184,243-79.0% | $145,877-73.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.52% | 29.01%-10.5pp | 28.82%-10.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,826 | $7,022-74.0% | $6,427-71.6% | $4,663-60.8% |
| Participant deferral / active EE | $3,247 | $9,807-66.9% | $9,132-64.4% | $6,691-51.5% |
| Admin fee / account holder | $255 | $16,382-98.4% | $13,914-98.2% | $13,402-98.1% |