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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,526 | $162,812-54.2% | $133,971-44.4% | $158,966-53.1% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 26.95% | 41.94%-15.0pp | 45.09%-18.1pp | 302.95%-276.0pp |
| Employer contribution / active EE | $3,840 | $4,976-22.8% | $3,919-2.0% | $4,762-19.4% |
| Participant deferral / active EE | $5,395 | $5,910-8.7% | $5,047+6.9% | $5,983-9.8% |
| Admin fee / account holder | $21 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |