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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,782 | $155,555-54.5% | $146,866-51.8% | $155,188-54.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 19.72% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,618 | $4,647-43.7% | $4,425-40.8% | $4,248-38.4% |
| Participant deferral / active EE | $5,123 | $8,044-36.3% | $7,759-34.0% | $6,531-21.6% |
| Admin fee / account holder | $22 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |