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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,835 | $85,766-17.4% | $136,297-48.0% | $70,124+1.0% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 15.04% | 31.45%-16.4pp | 5156.19%-5141.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,449 | $2,966+16.3% | $4,696-26.5% | $2,342+47.3% |
| Participant deferral / active EE | $5,505 | $5,051+9.0% | $6,247-11.9% | $3,332+65.2% |
| Admin fee / account holder | $270 | $5,420-95.0% | $9,244-97.1% | $4,645-94.2% |