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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,496 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 21.96% | 91.02%-69.1pp | 80.50%-58.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,574 | $4,890-67.8% | $4,624-66.0% | $4,379-64.1% |
| Participant deferral / active EE | $3,061 | $8,341-63.3% | $8,004-61.8% | $6,730-54.5% |
| Admin fee / account holder | $259 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |