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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,081 | $165,381-65.5% | $149,730-61.9% | $158,966-64.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.76% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $1,558 | $5,104-69.5% | $4,645-66.5% | $4,762-67.3% |
| Participant deferral / active EE | $6,900 | $7,182-3.9% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $145 | $10,809-98.7% | $9,310-98.4% | $11,250-98.7% |