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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,403 | $165,381-53.2% | $149,730-48.3% | $158,966-51.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.61% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,008 | $5,104-60.7% | $4,645-56.8% | $4,762-57.8% |
| Participant deferral / active EE | $6,923 | $7,182-3.6% | $6,843+1.2% | $5,983+15.7% |
| Admin fee / account holder | $208 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |