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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,386 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.23% | 74.59%-55.4pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,459 | $4,804-69.6% | $4,554-68.0% | $4,156-64.9% |
| Participant deferral / active EE | $3,939 | $8,216-52.1% | $7,897-50.1% | $6,407-38.5% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |