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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,080 | $165,361-55.2% | $149,715-50.5% | $158,950-53.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.30% | 348.24%-329.9pp | 276.66%-258.4pp | 302.91%-284.6pp |
| Employer contribution / active EE | $3,259 | $5,103-36.1% | $4,645-29.8% | $4,762-31.6% |
| Participant deferral / active EE | $6,836 | $7,182-4.8% | $6,842-0.1% | $5,983+14.3% |
| Admin fee / account holder | $32 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |