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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,159 | $181,062-80.0% | $158,223-77.1% | $155,188-76.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 127.94% | 57.39%+70.6pp | 52.09%+75.8pp | 148.84%-20.9pp |
| Employer contribution / active EE | $2,007 | $4,565-56.0% | $4,109-51.1% | $4,248-52.7% |
| Participant deferral / active EE | $4,096 | $6,134-33.2% | $5,467-25.1% | $6,531-37.3% |
| Admin fee / account holder | $32 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |