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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,819 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.96% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,538 | $4,804-47.2% | $4,554-44.3% | $4,156-38.9% |
| Participant deferral / active EE | $4,399 | $8,216-46.5% | $7,897-44.3% | $6,407-31.3% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |