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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,712 | $185,312-78.0% | $161,489-74.8% | $154,746-73.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 17.78% | 103.84%-86.1pp | 89.72%-71.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,418 | $4,769-70.3% | $4,268-66.8% | $4,379-67.6% |
| Participant deferral / active EE | $12,015 | $6,350+89.2% | $5,630+113.4% | $6,730+78.5% |
| Admin fee / account holder | $4 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |