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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,909 | $185,312-79.0% | $161,489-75.9% | $154,746-74.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 23.52% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $3,985 | $4,769-16.4% | $4,268-6.6% | $4,379-9.0% |
| Participant deferral / active EE | $4,052 | $6,350-36.2% | $5,630-28.0% | $6,730-39.8% |
| Admin fee / account holder | $79 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |