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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,172 | $223,823-64.6% | $211,142-62.5% | $154,746-48.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 23.23% | 50.39%-27.2pp | 46.84%-23.6pp | 172.34%-149.1pp |
| Employer contribution / active EE | $7,281 | $6,787+7.3% | $6,442+13.0% | $4,379+66.3% |
| Participant deferral / active EE | $13,569 | $9,750+39.2% | $9,284+46.2% | $6,730+101.6% |
| Admin fee / account holder | $13 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |