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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,845 | $148,629-60.4% | $135,982-56.7% | $139,487-57.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.58% | 79.33%-62.7pp | 68.32%-51.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,413 | $5,247-73.1% | $4,859-70.9% | $4,755-70.3% |
| Participant deferral / active EE | $8,166 | $8,102+0.8% | $7,760+5.2% | $6,713+21.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |