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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,946 | $154,228-89.7% | $145,433-89.0% | $137,256-88.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.47% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,609 | $4,804-66.5% | $4,554-64.7% | $4,156-61.3% |
| Participant deferral / active EE | $3,425 | $8,216-58.3% | $7,897-56.6% | $6,407-46.5% |
| Admin fee / account holder | $162 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |