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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,728 | $155,555-55.2% | $146,866-52.5% | $155,188-55.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 19.73% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $4,366 | $4,647-6.0% | $4,425-1.3% | $4,248+2.8% |
| Participant deferral / active EE | $12,121 | $8,044+50.7% | $7,759+56.2% | $6,531+85.6% |
| Admin fee / account holder | $136 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |