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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,406 | $209,336-68.8% | $197,124-66.8% | $137,256-52.3% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 21.77% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $3,028 | $6,591-54.1% | $6,227-51.4% | $4,156-27.1% |
| Participant deferral / active EE | $6,145 | $9,614-36.1% | $9,135-32.7% | $6,407-4.1% |
| Admin fee / account holder | $24 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |