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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,881 | $178,174-83.8% | $156,181-81.5% | $137,256-79.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 19.87% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,061 | $4,972-58.5% | $4,294-52.0% | $4,156-50.4% |
| Participant deferral / active EE | $5,028 | $6,888-27.0% | $6,132-18.0% | $6,407-21.5% |
| Admin fee / account holder | $74 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |