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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,825 | $181,062-83.0% | $158,223-80.5% | $155,188-80.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 24.70% | 57.39%-32.7pp | 52.09%-27.4pp | 148.84%-124.1pp |
| Employer contribution / active EE | $2,175 | $4,565-52.4% | $4,109-47.1% | $4,248-48.8% |
| Participant deferral / active EE | $3,894 | $6,134-36.5% | $5,467-28.8% | $6,531-40.4% |
| Admin fee / account holder | $80 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |