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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,237 | $185,312-68.0% | $161,489-63.3% | $154,746-61.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.07% | 103.84%-85.8pp | 89.72%-71.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,696 | $4,769-64.4% | $4,268-60.3% | $4,379-61.3% |
| Participant deferral / active EE | $4,718 | $6,350-25.7% | $5,630-16.2% | $6,730-29.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |