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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,828 | $223,823-52.3% | $211,142-49.4% | $154,746-31.0% |
| Participation rate | 76.5% | 87.9%-11.4pp | 87.3%-10.8pp | 80.7%-4.2pp |
| Annual return | 14.72% | 50.39%-35.7pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,973 | $6,787-70.9% | $6,442-69.4% | $4,379-54.9% |
| Participant deferral / active EE | $7,802 | $9,750-20.0% | $9,284-16.0% | $6,730+15.9% |
| Admin fee / account holder | $1 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |