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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,851 | $111,535-66.1% | $105,223-64.0% | $137,256-72.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.98% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,924 | $3,939-51.2% | $3,689-47.9% | $4,156-53.7% |
| Participant deferral / active EE | $2,987 | $5,500-45.7% | $5,072-41.1% | $6,407-53.4% |
| Admin fee / account holder | $79 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |