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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,931 | $172,111-84.4% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 26.56% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,794 | $4,636-61.3% | $4,154-56.8% | $4,156-56.8% |
| Participant deferral / active EE | $9,674 | $6,166+56.9% | $5,453+77.4% | $6,407+51.0% |
| Admin fee / account holder | $79 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |