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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,771 | $155,555-75.7% | $146,866-74.3% | $155,188-75.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 21.26% | 115.41%-94.2pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $4,117 | $4,647-11.4% | $4,425-7.0% | $4,248-3.1% |
| Participant deferral / active EE | $7,939 | $8,044-1.3% | $7,759+2.3% | $6,531+21.6% |
| Admin fee / account holder | $67 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |