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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,816 | $155,555-89.8% | $146,866-89.2% | $155,188-89.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 23.24% | 115.41%-92.2pp | 102.85%-79.6pp | 148.84%-125.6pp |
| Employer contribution / active EE | $2,561 | $4,647-44.9% | $4,425-42.1% | $4,248-39.7% |
| Participant deferral / active EE | $5,435 | $8,044-32.4% | $7,759-30.0% | $6,531-16.8% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |