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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,432 | $168,635-63.6% | $147,617-58.4% | $125,389-51.0% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 32.08% | 77.65%-45.6pp | 61.98%-29.9pp | 282.24%-250.2pp |
| Employer contribution / active EE | $2,938 | $6,252-53.0% | $5,564-47.2% | $4,866-39.6% |
| Participant deferral / active EE | $9,670 | $5,507+75.6% | $4,895+97.5% | $5,352+80.7% |
| Admin fee / account holder | $263 | $13,580-98.1% | $11,612-97.7% | $9,541-97.2% |