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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,574 | $155,555-81.6% | $146,866-80.5% | $155,188-81.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 20.46% | 115.41%-95.0pp | 102.85%-82.4pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,488 | $4,647-68.0% | $4,425-66.4% | $4,248-65.0% |
| Participant deferral / active EE | $5,091 | $8,044-36.7% | $7,759-34.4% | $6,531-22.1% |
| Admin fee / account holder | $238 | $14,755-98.4% | $13,620-98.3% | $14,480-98.4% |