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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,853 | $173,340-59.1% | $136,007-47.9% | $145,959-51.5% |
| Participation rate | 75.0% | 80.5%-5.5pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.87% | 1163.32%-1149.5pp | 579.32%-565.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,173 | $5,275-77.8% | $4,215-72.2% | $4,661-74.8% |
| Participant deferral / active EE | $14,775 | $8,699+69.8% | $7,024+110.3% | $6,689+120.9% |
| Admin fee / account holder | $222 | $9,954-97.8% | $6,858-96.8% | $13,398-98.3% |