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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,444 | $162,136-73.8% | $152,301-72.1% | $154,746-72.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 22.04% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,730 | $4,890-44.2% | $4,624-41.0% | $4,379-37.7% |
| Participant deferral / active EE | $9,075 | $8,341+8.8% | $8,004+13.4% | $6,730+34.8% |
| Admin fee / account holder | $94 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |