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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,924 | $212,386-55.3% | $199,883-52.5% | $138,895-31.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 12.45% | 47.75%-35.3pp | 43.81%-31.4pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,578 | $6,625-46.0% | $6,261-42.8% | $4,194-14.7% |
| Participant deferral / active EE | $5,700 | $9,617-40.7% | $9,138-37.6% | $6,396-10.9% |
| Admin fee / account holder | $159 | $18,233-99.1% | $17,268-99.1% | $12,562-98.7% |