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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,912 | $156,398-76.4% | $147,318-74.9% | $138,895-73.4% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 17.32% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,411 | $8,237-46.5% | $7,906-44.2% | $6,396-31.0% |
| Admin fee / account holder | $150 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |