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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,868 | $165,399-65.0% | $149,745-61.4% | $158,982-63.6% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 22.39% | 348.34%-325.9pp | 276.72%-254.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $3,586 | $5,105-29.8% | $4,646-22.8% | $4,763-24.7% |
| Participant deferral / active EE | $6,372 | $7,183-11.3% | $6,843-6.9% | $5,983+6.5% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |