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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,938 | $154,228-74.1% | $145,433-72.5% | $137,256-70.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.79% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,158 | $4,804-55.1% | $4,554-52.6% | $4,156-48.1% |
| Participant deferral / active EE | $5,965 | $8,216-27.4% | $7,897-24.5% | $6,407-6.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |