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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,344 | $172,111-89.3% | $150,298-87.8% | $137,256-86.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.01% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,243 | $4,636-30.0% | $4,154-21.9% | $4,156-22.0% |
| Participant deferral / active EE | $6,978 | $6,166+13.2% | $5,453+28.0% | $6,407+8.9% |
| Admin fee / account holder | $52 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |