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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,623 | $181,062-89.7% | $158,223-88.2% | $155,188-88.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 20.94% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,152 | $4,565-74.8% | $4,109-72.0% | $4,248-72.9% |
| Participant deferral / active EE | $2,662 | $6,134-56.6% | $5,467-51.3% | $6,531-59.2% |
| Admin fee / account holder | $37 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |