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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,893 | $162,136-73.5% | $152,301-71.8% | $154,746-72.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 37.32% | 91.02%-53.7pp | 80.50%-43.2pp | 172.34%-135.0pp |
| Employer contribution / active EE | $3,511 | $4,890-28.2% | $4,624-24.1% | $4,379-19.8% |
| Participant deferral / active EE | $8,673 | $8,341+4.0% | $8,004+8.4% | $6,730+28.9% |
| Admin fee / account holder | $41 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |