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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,598 | $185,312-67.8% | $161,489-63.1% | $154,746-61.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 21.81% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,449 | $4,769-48.6% | $4,268-42.6% | $4,379-44.1% |
| Participant deferral / active EE | $6,071 | $6,350-4.4% | $5,630+7.8% | $6,730-9.8% |
| Admin fee / account holder | $19 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |