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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,043 | $155,555-59.5% | $146,866-57.1% | $155,188-59.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 28.64% | 115.41%-86.8pp | 102.85%-74.2pp | 148.84%-120.2pp |
| Employer contribution / active EE | $4,643 | $4,647-0.1% | $4,425+4.9% | $4,248+9.3% |
| Participant deferral / active EE | $15,857 | $8,044+97.1% | $7,759+104.4% | $6,531+142.8% |
| Admin fee / account holder | $102 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |