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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,416 | $201,370-80.9% | $184,256-79.2% | $145,897-73.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.32% | 29.05%-7.7pp | 28.85%-7.5pp | 552.29%-531.0pp |
| Employer contribution / active EE | $3,316 | $7,024-52.8% | $6,427-48.4% | $4,663-28.9% |
| Participant deferral / active EE | $4,295 | $9,808-56.2% | $9,133-53.0% | $6,689-35.8% |
| Admin fee / account holder | $13 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |