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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,251 | $197,603-72.5% | $177,827-69.5% | $158,950-65.9% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 15.69% | 58.76%-43.1pp | 48.32%-32.6pp | 302.91%-287.2pp |
| Employer contribution / active EE | $3,259 | $6,698-51.3% | $5,918-44.9% | $4,762-31.6% |
| Participant deferral / active EE | $4,650 | $8,404-44.7% | $7,713-39.7% | $5,983-22.3% |
| Admin fee / account holder | $270 | $15,402-98.2% | $12,429-97.8% | $11,248-97.6% |