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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,478 | $165,361-61.0% | $149,715-56.9% | $158,950-59.4% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 21.80% | 348.24%-326.4pp | 276.66%-254.9pp | 302.91%-281.1pp |
| Employer contribution / active EE | $4,087 | $5,103-19.9% | $4,645-12.0% | $4,762-14.2% |
| Participant deferral / active EE | $8,564 | $7,182+19.2% | $6,842+25.2% | $5,983+43.1% |
| Admin fee / account holder | $11 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |