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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,916 | $181,062-84.0% | $158,223-81.7% | $155,188-81.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 27.78% | 57.39%-29.6pp | 52.09%-24.3pp | 148.84%-121.1pp |
| Employer contribution / active EE | $3,033 | $4,565-33.6% | $4,109-26.2% | $4,248-28.6% |
| Participant deferral / active EE | $7,750 | $6,134+26.3% | $5,467+41.8% | $6,531+18.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |