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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,335 | $209,336-67.4% | $197,124-65.3% | $137,256-50.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 20.07% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,623 | $6,591-45.0% | $6,227-41.8% | $4,156-12.8% |
| Participant deferral / active EE | $4,988 | $9,614-48.1% | $9,135-45.4% | $6,407-22.1% |
| Admin fee / account holder | $134 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |