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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,400 | $181,062-90.9% | $158,223-89.6% | $155,188-89.4% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 20.88% | 57.39%-36.5pp | 52.09%-31.2pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,331 | $4,565-70.8% | $4,109-67.6% | $4,248-68.7% |
| Participant deferral / active EE | $2,129 | $6,134-65.3% | $5,467-61.1% | $6,531-67.4% |
| Admin fee / account holder | $37 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |