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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,651 | $165,399-82.7% | $149,745-80.9% | $158,982-82.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 31.84% | 348.34%-316.5pp | 276.72%-244.9pp | 302.99%-271.2pp |
| Employer contribution / active EE | $3,380 | $5,105-33.8% | $4,646-27.2% | $4,763-29.0% |
| Participant deferral / active EE | $9,963 | $7,183+38.7% | $6,843+45.6% | $5,983+66.5% |
| Admin fee / account holder | $68 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |