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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,979 | $154,228-60.5% | $145,433-58.1% | $137,256-55.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,717 | $4,804-64.3% | $4,554-62.3% | $4,156-58.7% |
| Participant deferral / active EE | $2,501 | $8,216-69.6% | $7,897-68.3% | $6,407-61.0% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |