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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,512 | $154,228-61.4% | $145,433-59.1% | $137,256-56.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 21.32% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,043 | $4,804-15.8% | $4,554-11.2% | $4,156-2.7% |
| Participant deferral / active EE | $4,376 | $8,216-46.7% | $7,897-44.6% | $6,407-31.7% |
| Admin fee / account holder | $68 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |