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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,928 | $154,228-76.7% | $145,433-75.3% | $137,256-73.8% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,127 | $4,804-76.5% | $4,554-75.2% | $4,156-72.9% |
| Participant deferral / active EE | $4,094 | $8,216-50.2% | $7,897-48.2% | $6,407-36.1% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |