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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,797 | $110,410-60.3% | $102,437-57.2% | $145,897-70.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 19.74% | 24.85%-5.1pp | 24.95%-5.2pp | 552.29%-532.6pp |
| Employer contribution / active EE | $3,418 | $4,217-19.0% | $3,871-11.7% | $4,663-26.7% |
| Participant deferral / active EE | $8,265 | $5,622+47.0% | $5,060+63.3% | $6,689+23.6% |
| Admin fee / account holder | $55 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |