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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,344 | $181,062-89.9% | $158,223-88.4% | $155,188-88.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 22.01% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $3,243 | $4,565-28.9% | $4,109-21.1% | $4,248-23.6% |
| Participant deferral / active EE | $6,978 | $6,134+13.7% | $5,467+27.6% | $6,531+6.8% |
| Admin fee / account holder | $52 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |