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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,598 | $172,111-65.4% | $150,298-60.3% | $137,256-56.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.81% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,449 | $4,636-47.2% | $4,154-41.0% | $4,156-41.1% |
| Participant deferral / active EE | $6,071 | $6,166-1.5% | $5,453+11.3% | $6,407-5.2% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |