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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,753 | $174,379-49.7% | $152,093-42.3% | $138,895-36.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 11.47% | 74.86%-63.4pp | 66.36%-54.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,300 | $4,652-50.5% | $4,175-44.9% | $4,194-45.2% |
| Participant deferral / active EE | $2,842 | $6,159-53.9% | $5,451-47.9% | $6,396-55.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |