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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,351 | $156,616-57.0% | $133,346-49.5% | $198,609-66.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 19.57% | 44.25%-24.7pp | 36.85%-17.3pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,162 | $3,368-35.8% | $2,853-24.2% | $5,055-57.2% |
| Participant deferral / active EE | $9,279 | $4,920+88.6% | $4,332+114.2% | $6,977+33.0% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |