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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,967 | $209,336-84.3% | $197,124-83.3% | $137,256-76.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 25.26% | 48.09%-22.8pp | 44.34%-19.1pp | 220.34%-195.1pp |
| Employer contribution / active EE | $4,681 | $6,591-29.0% | $6,227-24.8% | $4,156+12.6% |
| Participant deferral / active EE | $7,209 | $9,614-25.0% | $9,135-21.1% | $6,407+12.5% |
| Admin fee / account holder | $30 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |