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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,564 | $181,062-82.6% | $158,223-80.1% | $155,188-79.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 19.31% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,162 | $4,565-74.5% | $4,109-71.7% | $4,248-72.6% |
| Participant deferral / active EE | $5,272 | $6,134-14.1% | $5,467-3.6% | $6,531-19.3% |
| Admin fee / account holder | $47 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |