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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,532 | $196,972-69.3% | $182,262-66.8% | $198,609-69.5% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 19.44% | 158.27%-138.8pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,266 | $5,364-57.8% | $5,046-55.1% | $5,055-55.2% |
| Participant deferral / active EE | $6,649 | $8,643-23.1% | $8,276-19.7% | $6,977-4.7% |
| Admin fee / account holder | $63 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |