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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,521 | $111,814-87.9% | $103,378-86.9% | $145,978-90.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 27.51% | 24.80%+2.7pp | 24.91%+2.6pp | 550.52%-523.0pp |
| Employer contribution / active EE | $5,161 | $4,215+22.4% | $3,870+33.4% | $4,662+10.7% |
| Participant deferral / active EE | $5,182 | $5,618-7.8% | $5,058+2.5% | $6,690-22.5% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |