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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,403 | $135,956-54.8% | $123,894-50.4% | $273,972-77.6% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 14.33% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $3,736 | $5,170-27.7% | $4,617-19.1% | $4,869-23.3% |
| Participant deferral / active EE | $7,704 | $6,343+21.5% | $5,984+28.7% | $5,287+45.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |