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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,422 | $185,312-82.0% | $161,489-79.3% | $154,746-78.4% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.7%-1.4pp | 80.7%-3.4pp |
| Annual return | 31.13% | 103.84%-72.7pp | 89.72%-58.6pp | 172.34%-141.2pp |
| Employer contribution / active EE | $4,822 | $4,769+1.1% | $4,268+13.0% | $4,379+10.1% |
| Participant deferral / active EE | $3,370 | $6,350-46.9% | $5,630-40.1% | $6,730-49.9% |
| Admin fee / account holder | $215 | $18,654-98.8% | $16,006-98.7% | $14,365-98.5% |