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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,242 | $185,312-78.8% | $161,489-75.7% | $154,746-74.6% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 21.45% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,941 | $4,769-59.3% | $4,268-54.5% | $4,379-55.7% |
| Participant deferral / active EE | $4,320 | $6,350-32.0% | $5,630-23.3% | $6,730-35.8% |
| Admin fee / account holder | $53 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |