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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,473 | $148,629-74.8% | $135,982-72.4% | $139,487-73.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.49% | 79.33%-56.8pp | 68.32%-45.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $4,995 | $5,247-4.8% | $4,859+2.8% | $4,755+5.1% |
| Participant deferral / active EE | $7,206 | $8,102-11.1% | $7,760-7.1% | $6,713+7.4% |
| Admin fee / account holder | $189 | $12,406-98.5% | $10,767-98.2% | $11,407-98.3% |