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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,638 | $148,623-51.1% | $135,974-46.6% | $139,466-47.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.84% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,139 | $5,246-59.2% | $4,859-56.0% | $4,754-55.0% |
| Participant deferral / active EE | $15,500 | $8,103+91.3% | $7,760+99.7% | $6,712+130.9% |
| Admin fee / account holder | $124 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |