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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,422 | $174,379-80.8% | $152,093-78.0% | $138,895-75.9% |
| Participation rate | 77.3% | 81.6%-4.4pp | 77.8%-0.5pp | 79.9%-2.6pp |
| Annual return | 31.13% | 74.86%-43.7pp | 66.36%-35.2pp | 145.39%-114.3pp |
| Employer contribution / active EE | $4,822 | $4,652+3.7% | $4,175+15.5% | $4,194+15.0% |
| Participant deferral / active EE | $3,370 | $6,159-45.3% | $5,451-38.2% | $6,396-47.3% |
| Admin fee / account holder | $215 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |