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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,929 | $155,555-78.2% | $146,866-76.9% | $155,188-78.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 17.76% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,159 | $4,647-53.5% | $4,425-51.2% | $4,248-49.2% |
| Participant deferral / active EE | $8,427 | $8,044+4.8% | $7,759+8.6% | $6,531+29.0% |
| Admin fee / account holder | $58 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |