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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,066 | $154,228-53.9% | $145,433-51.1% | $137,256-48.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,049 | $4,804-57.3% | $4,554-55.0% | $4,156-50.7% |
| Participant deferral / active EE | $7,813 | $8,216-4.9% | $7,897-1.1% | $6,407+21.9% |
| Admin fee / account holder | $214 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |