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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,647 | $212,386-65.3% | $199,883-63.2% | $138,895-47.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.8%-2.2pp | 79.9%+4.7pp |
| Annual return | 13.96% | 47.75%-33.8pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,282 | $6,625-50.5% | $6,261-47.6% | $4,194-21.8% |
| Participant deferral / active EE | $4,256 | $9,617-55.7% | $9,138-53.4% | $6,396-33.5% |
| Admin fee / account holder | $8 | $18,233-100.0% | $17,268-100.0% | $12,562-99.9% |