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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,924 | $227,291-58.2% | $214,702-55.8% | $155,188-38.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 12.45% | 60.08%-47.6pp | 54.55%-42.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $3,578 | $6,772-47.2% | $6,461-44.6% | $4,248-15.8% |
| Participant deferral / active EE | $5,700 | $9,582-40.5% | $9,147-37.7% | $6,531-12.7% |
| Admin fee / account holder | $159 | $20,413-99.2% | $19,830-99.2% | $14,480-98.9% |