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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,912 | $154,228-76.1% | $145,433-74.6% | $137,256-73.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,411 | $8,216-46.3% | $7,897-44.1% | $6,407-31.2% |
| Admin fee / account holder | $150 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |