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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,066 | $162,136-56.2% | $152,301-53.3% | $154,746-54.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 17.41% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,049 | $4,890-58.1% | $4,624-55.7% | $4,379-53.2% |
| Participant deferral / active EE | $7,813 | $8,341-6.3% | $8,004-2.4% | $6,730+16.1% |
| Admin fee / account holder | $214 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |