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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,782 | $196,972-64.1% | $182,262-61.2% | $198,609-64.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 19.72% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $2,618 | $5,364-51.2% | $5,046-48.1% | $5,055-48.2% |
| Participant deferral / active EE | $5,123 | $8,643-40.7% | $8,276-38.1% | $6,977-26.6% |
| Admin fee / account holder | $22 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |