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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,973 | $115,814-29.2% | $101,275-19.1% | $158,982-48.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 17.73% | 56.16%-38.4pp | 46.48%-28.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $3,708 | $4,176-11.2% | $3,660+1.3% | $4,763-22.1% |
| Participant deferral / active EE | $6,372 | $4,958+28.5% | $4,371+45.8% | $5,983+6.5% |
| Admin fee / account holder | $39 | $7,249-99.5% | $5,948-99.3% | $11,252-99.7% |