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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,465 | $183,516-55.1% | $155,534-47.0% | $145,884-43.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.84% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,996 | $5,315-62.4% | $4,675-57.3% | $4,662-57.2% |
| Participant deferral / active EE | $8,429 | $6,467+30.4% | $5,630+49.7% | $6,690+26.0% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |