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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,335 | $156,398-87.6% | $147,318-86.9% | $138,895-86.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 40.87% | 78.75%-37.9pp | 70.43%-29.6pp | 145.39%-104.5pp |
| Employer contribution / active EE | $1,863 | $4,853-61.6% | $4,593-59.4% | $4,194-55.6% |
| Participant deferral / active EE | $11,239 | $8,237+36.4% | $7,906+42.1% | $6,396+75.7% |
| Admin fee / account holder | $216 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |