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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,092 | $223,823-66.0% | $211,142-64.0% | $154,746-50.8% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 20.75% | 50.39%-29.6pp | 46.84%-26.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,555 | $6,787-32.9% | $6,442-29.3% | $4,379+4.0% |
| Participant deferral / active EE | $7,531 | $9,750-22.8% | $9,284-18.9% | $6,730+11.9% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |