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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,368 | $154,228-59.6% | $145,433-57.1% | $137,256-54.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,642 | $4,804-24.2% | $4,554-20.0% | $4,156-12.4% |
| Participant deferral / active EE | $10,111 | $8,216+23.1% | $7,897+28.0% | $6,407+57.8% |
| Admin fee / account holder | $152 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |