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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,283 | $172,111-56.8% | $150,298-50.6% | $137,256-45.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 42.52% | 69.37%-26.9pp | 62.79%-20.3pp | 220.34%-177.8pp |
| Employer contribution / active EE | $2,632 | $4,636-43.2% | $4,154-36.6% | $4,156-36.7% |
| Participant deferral / active EE | $7,084 | $6,166+14.9% | $5,453+29.9% | $6,407+10.6% |
| Admin fee / account holder | $215 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |