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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,478 | $165,381-61.0% | $149,730-56.9% | $158,966-59.4% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 21.80% | 348.29%-326.5pp | 276.70%-254.9pp | 302.95%-281.2pp |
| Employer contribution / active EE | $4,087 | $5,104-19.9% | $4,645-12.0% | $4,762-14.2% |
| Participant deferral / active EE | $8,564 | $7,182+19.2% | $6,843+25.2% | $5,983+43.1% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |