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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,539 | $154,228-46.5% | $145,433-43.2% | $137,256-39.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 22.05% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,284 | $4,804-31.6% | $4,554-27.9% | $4,156-21.0% |
| Participant deferral / active EE | $2,723 | $8,216-66.9% | $7,897-65.5% | $6,407-57.5% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |