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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,199 | $155,555-72.2% | $146,866-70.6% | $155,188-72.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 18.07% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,876 | $4,647-59.6% | $4,425-57.6% | $4,248-55.8% |
| Participant deferral / active EE | $3,027 | $8,044-62.4% | $7,759-61.0% | $6,531-53.7% |
| Admin fee / account holder | $102 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |