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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,199 | $156,398-72.4% | $147,318-70.7% | $138,895-68.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.07% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,876 | $4,853-61.3% | $4,593-59.2% | $4,194-55.3% |
| Participant deferral / active EE | $3,027 | $8,237-63.3% | $7,906-61.7% | $6,396-52.7% |
| Admin fee / account holder | $102 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |