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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,870 | $181,062-81.8% | $158,223-79.2% | $155,188-78.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 16.10% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $13,745 | $4,565+201.1% | $4,109+234.5% | $4,248+223.6% |
| Participant deferral / active EE | $6,177 | $6,134+0.7% | $5,467+13.0% | $6,531-5.4% |
| Admin fee / account holder | $253 | $18,825-98.7% | $16,047-98.4% | $14,480-98.3% |