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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,366 | $156,398-69.1% | $147,318-67.2% | $138,895-65.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 20.08% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,248 | $4,853-53.7% | $4,593-51.0% | $4,194-46.4% |
| Participant deferral / active EE | $4,322 | $8,237-47.5% | $7,906-45.3% | $6,396-32.4% |
| Admin fee / account holder | $221 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |