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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,313 | $227,399-67.3% | $189,758-60.8% | $198,609-62.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 17.40% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,477 | $5,526-55.2% | $4,767-48.0% | $5,055-51.0% |
| Participant deferral / active EE | $6,862 | $6,837+0.4% | $5,856+17.2% | $6,977-1.6% |
| Admin fee / account holder | $5 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |