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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,516 | $103,038-25.7% | $90,324-15.3% | $152,909-50.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.06% | 95.25%-75.2pp | 78.15%-58.1pp | 345.46%-325.4pp |
| Employer contribution / active EE | $989 | $3,141-68.5% | $2,856-65.4% | $4,764-79.2% |
| Participant deferral / active EE | $2,278 | $4,282-46.8% | $3,885-41.4% | $5,851-61.1% |
| Admin fee / account holder | $76 | $6,177-98.8% | $5,356-98.6% | $11,601-99.3% |