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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,933 | $178,174-71.4% | $156,181-67.4% | $137,256-62.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 21.67% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,971 | $4,972-40.2% | $4,294-30.8% | $4,156-28.5% |
| Participant deferral / active EE | $2,971 | $6,888-56.9% | $6,132-51.6% | $6,407-53.6% |
| Admin fee / account holder | $234 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |