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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,171 | $148,623-23.9% | $135,974-16.8% | $139,466-18.9% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 21.90% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,515 | $5,246-71.1% | $4,859-68.8% | $4,754-68.1% |
| Participant deferral / active EE | $15,092 | $8,103+86.3% | $7,760+94.5% | $6,712+124.9% |
| Admin fee / account holder | $87 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |