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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,235 | $155,555-80.6% | $146,866-79.4% | $155,188-80.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 20.52% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,155 | $4,647-53.6% | $4,425-51.3% | $4,248-49.3% |
| Participant deferral / active EE | $4,431 | $8,044-44.9% | $7,759-42.9% | $6,531-32.2% |
| Admin fee / account holder | $76 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |