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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,828 | $209,336-38.0% | $197,124-34.1% | $137,256-5.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.18% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,589 | $6,591-75.9% | $6,227-74.5% | $4,156-61.8% |
| Participant deferral / active EE | $6,809 | $9,614-29.2% | $9,135-25.5% | $6,407+6.3% |
| Admin fee / account holder | $50 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |