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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,598 | $165,361-78.5% | $149,715-76.2% | $158,950-77.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.31% | 348.24%-322.9pp | 276.66%-251.4pp | 302.91%-277.6pp |
| Employer contribution / active EE | $5,703 | $5,103+11.7% | $4,645+22.8% | $4,762+19.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $221 | $10,808-98.0% | $9,310-97.6% | $11,248-98.0% |