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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,406 | $212,386-69.2% | $199,883-67.3% | $138,895-52.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 21.77% | 47.75%-26.0pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,028 | $6,625-54.3% | $6,261-51.6% | $4,194-27.8% |
| Participant deferral / active EE | $6,145 | $9,617-36.1% | $9,138-32.8% | $6,396-3.9% |
| Admin fee / account holder | $24 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |