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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,815 | $183,516-69.0% | $155,534-63.5% | $145,884-61.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.89% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,498 | $5,315-71.8% | $4,675-67.9% | $4,662-67.9% |
| Participant deferral / active EE | $8,938 | $6,467+38.2% | $5,630+58.8% | $6,690+33.6% |
| Admin fee / account holder | $199 | $19,293-99.0% | $15,900-98.7% | $13,392-98.5% |