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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,201 | $148,582-60.8% | $135,942-57.2% | $139,456-58.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.71% | 79.26%-63.5pp | 68.28%-52.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $2,329 | $5,245-55.6% | $4,858-52.0% | $4,753-51.0% |
| Participant deferral / active EE | $7,547 | $8,101-6.8% | $7,759-2.7% | $6,711+12.4% |
| Admin fee / account holder | $233 | $12,402-98.1% | $10,764-97.8% | $11,407-98.0% |