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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,378 | $154,228-67.3% | $145,433-65.4% | $137,256-63.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,032 | $4,804-57.7% | $4,554-55.4% | $4,156-51.1% |
| Participant deferral / active EE | $6,606 | $8,216-19.6% | $7,897-16.4% | $6,407+3.1% |
| Admin fee / account holder | $283 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |