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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,433 | $154,228-63.4% | $145,433-61.2% | $137,256-58.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 23.80% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,165 | $4,804-54.9% | $4,554-52.5% | $4,156-47.9% |
| Participant deferral / active EE | $12,074 | $8,216+46.9% | $7,897+52.9% | $6,407+88.4% |
| Admin fee / account holder | $105 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |