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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,583 | $174,379-79.0% | $152,093-75.9% | $138,895-73.7% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 17.53% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $6,251 | $4,652+34.4% | $4,175+49.7% | $4,194+49.0% |
| Participant deferral / active EE | $3,497 | $6,159-43.2% | $5,451-35.8% | $6,396-45.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |