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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,317 | $183,627-55.2% | $155,602-47.1% | $145,978-43.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.08% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,946 | $5,316-63.4% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $2,446 | $6,466-62.2% | $5,629-56.6% | $6,690-63.4% |
| Admin fee / account holder | $125 | $19,327-99.4% | $15,923-99.2% | $13,400-99.1% |