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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,414 | $165,381-60.4% | $149,730-56.3% | $158,966-58.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.39% | 348.29%-322.9pp | 276.70%-251.3pp | 302.95%-277.6pp |
| Employer contribution / active EE | $2,439 | $5,104-52.2% | $4,645-47.5% | $4,762-48.8% |
| Participant deferral / active EE | $14,858 | $7,182+106.9% | $6,843+117.1% | $5,983+148.3% |
| Admin fee / account holder | $292 | $10,809-97.3% | $9,310-96.9% | $11,250-97.4% |