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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,360 | $127,387-82.4% | $115,038-80.6% | $125,389-82.2% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 12.46% | 31.28%-18.8pp | 26.14%-13.7pp | 282.24%-269.8pp |
| Employer contribution / active EE | $4,030 | $5,166-22.0% | $4,608-12.6% | $4,866-17.2% |
| Participant deferral / active EE | $8,052 | $6,423+25.4% | $6,026+33.6% | $5,352+50.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |