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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,269 | $148,623-44.6% | $135,974-39.5% | $139,466-41.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 17.62% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,837 | $5,246-26.9% | $4,859-21.0% | $4,754-19.3% |
| Participant deferral / active EE | $9,880 | $8,103+21.9% | $7,760+27.3% | $6,712+47.2% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |