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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,269 | $111,535-71.1% | $105,223-69.3% | $137,256-76.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 22.19% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,096 | $3,939+4.0% | $3,689+11.1% | $4,156-1.4% |
| Participant deferral / active EE | $6,061 | $5,500+10.2% | $5,072+19.5% | $6,407-5.4% |
| Admin fee / account holder | $5 | $9,721-99.9% | $8,859-99.9% | $12,270-100.0% |