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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,628 | $155,555-48.8% | $146,866-45.8% | $155,188-48.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 22.43% | 115.41%-93.0pp | 102.85%-80.4pp | 148.84%-126.4pp |
| Employer contribution / active EE | $2,461 | $4,647-47.0% | $4,425-44.4% | $4,248-42.1% |
| Participant deferral / active EE | $8,200 | $8,044+1.9% | $7,759+5.7% | $6,531+25.5% |
| Admin fee / account holder | $83 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |