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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,319 | $196,972-59.2% | $182,262-55.9% | $198,609-59.6% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 18.72% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,573 | $5,364-52.0% | $5,046-49.0% | $5,055-49.1% |
| Participant deferral / active EE | $7,658 | $8,643-11.4% | $8,276-7.5% | $6,977+9.8% |
| Admin fee / account holder | $165 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |