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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,967 | $223,823-85.3% | $211,142-84.4% | $154,746-78.7% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 25.26% | 50.39%-25.1pp | 46.84%-21.6pp | 172.34%-147.1pp |
| Employer contribution / active EE | $4,681 | $6,787-31.0% | $6,442-27.3% | $4,379+6.9% |
| Participant deferral / active EE | $7,209 | $9,750-26.1% | $9,284-22.4% | $6,730+7.1% |
| Admin fee / account holder | $30 | $19,707-99.8% | $19,076-99.8% | $14,365-99.8% |