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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,441 | $185,312-79.8% | $161,489-76.8% | $154,746-75.8% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 19.91% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,311 | $4,769-72.5% | $4,268-69.3% | $4,379-70.1% |
| Participant deferral / active EE | $2,996 | $6,350-52.8% | $5,630-46.8% | $6,730-55.5% |
| Admin fee / account holder | $86 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |