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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,113 | $225,673-35.7% | $203,872-28.8% | $155,188-6.5% |
| Participation rate | 75.0% | 80.3%-5.3pp | 77.8%-2.8pp | 80.8%-5.8pp |
| Annual return | 18.67% | 95.91%-77.2pp | 85.11%-66.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $922 | $4,099-77.5% | $3,757-75.5% | $4,248-78.3% |
| Participant deferral / active EE | $1,152 | $6,893-83.3% | $6,388-82.0% | $6,531-82.4% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |