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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,029 | $185,312-62.7% | $161,489-57.3% | $154,746-55.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 18.57% | 103.84%-85.3pp | 89.72%-71.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,608 | $4,769-66.3% | $4,268-62.3% | $4,379-63.3% |
| Participant deferral / active EE | $12,522 | $6,350+97.2% | $5,630+122.4% | $6,730+86.1% |
| Admin fee / account holder | $19 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |