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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,350 | $223,823-73.0% | $211,142-71.4% | $154,746-61.0% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 17.65% | 50.39%-32.7pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,503 | $6,787-63.1% | $6,442-61.1% | $4,379-42.8% |
| Participant deferral / active EE | $3,805 | $9,750-61.0% | $9,284-59.0% | $6,730-43.5% |
| Admin fee / account holder | $70 | $19,707-99.6% | $19,076-99.6% | $14,365-99.5% |