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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,870 | $162,136-67.4% | $152,301-65.3% | $154,746-65.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 23.30% | 91.02%-67.7pp | 80.50%-57.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $4,132 | $4,890-15.5% | $4,624-10.7% | $4,379-5.6% |
| Participant deferral / active EE | $9,539 | $8,341+14.4% | $8,004+19.2% | $6,730+41.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |