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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,691 | $181,062-79.2% | $158,223-76.2% | $155,188-75.7% |
| Participation rate | 88.2% | 82.7%+5.6pp | 79.2%+9.0pp | 80.8%+7.4pp |
| Annual return | 20.71% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,075 | $4,565-54.5% | $4,109-49.5% | $4,248-51.1% |
| Participant deferral / active EE | $5,377 | $6,134-12.3% | $5,467-1.6% | $6,531-17.7% |
| Admin fee / account holder | $46 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |