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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,571 | $181,062-88.6% | $158,223-87.0% | $155,188-86.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 20.19% | 57.39%-37.2pp | 52.09%-31.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,129 | $4,565-75.3% | $4,109-72.5% | $4,248-73.4% |
| Participant deferral / active EE | $4,453 | $6,134-27.4% | $5,467-18.5% | $6,531-31.8% |
| Admin fee / account holder | $46 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |