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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,893 | $155,555-72.4% | $146,866-70.8% | $155,188-72.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 37.32% | 115.41%-78.1pp | 102.85%-65.5pp | 148.84%-111.5pp |
| Employer contribution / active EE | $3,511 | $4,647-24.4% | $4,425-20.6% | $4,248-17.3% |
| Participant deferral / active EE | $8,673 | $8,044+7.8% | $7,759+11.8% | $6,531+32.8% |
| Admin fee / account holder | $41 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |