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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,909 | $172,111-77.4% | $150,298-74.1% | $137,256-71.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 23.52% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,985 | $4,636-14.0% | $4,154-4.1% | $4,156-4.1% |
| Participant deferral / active EE | $4,052 | $6,166-34.3% | $5,453-25.7% | $6,407-36.8% |
| Admin fee / account holder | $79 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |