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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,622 | $148,629-82.8% | $135,982-81.2% | $139,487-81.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.32% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $4,019 | $5,247-23.4% | $4,859-17.3% | $4,755-15.5% |
| Participant deferral / active EE | $7,385 | $8,102-8.9% | $7,760-4.8% | $6,713+10.0% |
| Admin fee / account holder | $127 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |