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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,358 | $148,629-50.0% | $135,982-45.3% | $139,487-46.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.73% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,921 | $5,247-44.3% | $4,859-39.9% | $4,755-38.6% |
| Participant deferral / active EE | $6,980 | $8,102-13.8% | $7,760-10.0% | $6,713+4.0% |
| Admin fee / account holder | $241 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |