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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,574 | $154,228-81.5% | $145,433-80.4% | $137,256-79.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,488 | $4,804-69.0% | $4,554-67.3% | $4,156-64.2% |
| Participant deferral / active EE | $5,091 | $8,216-38.0% | $7,897-35.5% | $6,407-20.5% |
| Admin fee / account holder | $238 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |