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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,280 | $185,905-57.4% | $170,057-53.4% | $139,487-43.2% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 21.77% | 60.56%-38.8pp | 53.42%-31.6pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,794 | $7,597-63.2% | $6,790-58.9% | $4,755-41.2% |
| Participant deferral / active EE | $7,461 | $11,627-35.8% | $10,411-28.3% | $6,713+11.1% |
| Admin fee / account holder | $226 | $15,397-98.5% | $12,826-98.2% | $11,407-98.0% |