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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,319 | $162,136-50.5% | $152,301-47.3% | $154,746-48.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.72% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,573 | $4,890-47.4% | $4,624-44.4% | $4,379-41.2% |
| Participant deferral / active EE | $7,658 | $8,341-8.2% | $8,004-4.3% | $6,730+13.8% |
| Admin fee / account holder | $165 | $15,759-99.0% | $14,398-98.9% | $14,365-98.8% |