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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,406 | $223,823-70.8% | $211,142-69.0% | $154,746-57.7% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 21.77% | 50.39%-28.6pp | 46.84%-25.1pp | 172.34%-150.6pp |
| Employer contribution / active EE | $3,028 | $6,787-55.4% | $6,442-53.0% | $4,379-30.9% |
| Participant deferral / active EE | $6,145 | $9,750-37.0% | $9,284-33.8% | $6,730-8.7% |
| Admin fee / account holder | $24 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |