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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,828 | $209,336-49.0% | $197,124-45.8% | $137,256-22.2% |
| Participation rate | 76.5% | 87.3%-10.8pp | 86.7%-10.2pp | 80.0%-3.5pp |
| Annual return | 14.72% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,973 | $6,591-70.1% | $6,227-68.3% | $4,156-52.5% |
| Participant deferral / active EE | $7,802 | $9,614-18.8% | $9,135-14.6% | $6,407+21.8% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |