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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,621 | $114,119-84.6% | $107,187-83.6% | $138,895-87.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 25.13% | 273.21%-248.1pp | 204.55%-179.4pp | 145.39%-120.3pp |
| Employer contribution / active EE | $2,535 | $4,059-37.5% | $3,782-33.0% | $4,194-39.6% |
| Participant deferral / active EE | $2,772 | $5,538-50.0% | $5,096-45.6% | $6,396-56.7% |
| Admin fee / account holder | $252 | $10,024-97.5% | $9,162-97.2% | $12,562-98.0% |