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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,738 | $111,535-87.7% | $105,223-86.9% | $137,256-90.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 26.30% | 237.85%-211.6pp | 180.65%-154.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,232 | $3,939-68.7% | $3,689-66.6% | $4,156-70.4% |
| Participant deferral / active EE | $2,229 | $5,500-59.5% | $5,072-56.0% | $6,407-65.2% |
| Admin fee / account holder | $80 | $9,721-99.2% | $8,859-99.1% | $12,270-99.3% |