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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,195 | $172,111-80.7% | $150,298-77.9% | $137,256-75.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.52% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,359 | $4,636-27.6% | $4,154-19.1% | $4,156-19.2% |
| Participant deferral / active EE | $4,799 | $6,166-22.2% | $5,453-12.0% | $6,407-25.1% |
| Admin fee / account holder | $188 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |