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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,352 | $139,948-76.2% | $121,663-72.6% | $154,746-78.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 21.10% | 230.52%-209.4pp | 147.54%-126.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,088 | $3,521-40.7% | $3,020-30.9% | $4,379-52.3% |
| Participant deferral / active EE | $3,533 | $5,629-37.2% | $4,887-27.7% | $6,730-47.5% |
| Admin fee / account holder | $20 | $17,321-99.9% | $14,289-99.9% | $14,365-99.9% |