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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,059 | $196,972-68.5% | $182,262-66.0% | $198,609-68.8% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 17.80% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,940 | $5,364-45.2% | $5,046-41.7% | $5,055-41.8% |
| Participant deferral / active EE | $4,385 | $8,643-49.3% | $8,276-47.0% | $6,977-37.1% |
| Admin fee / account holder | $192 | $18,429-99.0% | $16,712-98.9% | $19,030-99.0% |