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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,496 | $155,555-75.9% | $146,866-74.5% | $155,188-75.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 21.96% | 115.41%-93.5pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,574 | $4,647-66.1% | $4,425-64.4% | $4,248-62.9% |
| Participant deferral / active EE | $3,061 | $8,044-61.9% | $7,759-60.6% | $6,531-53.1% |
| Admin fee / account holder | $259 | $14,755-98.2% | $13,620-98.1% | $14,480-98.2% |