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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,425 | $201,372-52.1% | $184,260-47.7% | $145,884-33.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.35% | 29.04%-10.7pp | 28.84%-10.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,233 | $7,024-54.0% | $6,427-49.7% | $4,662-30.7% |
| Participant deferral / active EE | $5,859 | $9,808-40.3% | $9,133-35.8% | $6,690-12.4% |
| Admin fee / account holder | $8 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |