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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,771 | $181,062-89.1% | $158,223-87.5% | $155,188-87.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 21.90% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,276 | $4,565-72.1% | $4,109-69.0% | $4,248-70.0% |
| Participant deferral / active EE | $4,558 | $6,134-25.7% | $5,467-16.6% | $6,531-30.2% |
| Admin fee / account holder | $81 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |