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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,928 | $162,136-77.8% | $152,301-76.4% | $154,746-76.8% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,127 | $4,890-76.9% | $4,624-75.6% | $4,379-74.3% |
| Participant deferral / active EE | $4,094 | $8,341-50.9% | $8,004-48.8% | $6,730-39.2% |
| Admin fee / account holder | $85 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |