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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,504 | $157,829-61.7% | $136,867-55.8% | $198,609-69.5% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 10.04% | 51.25%-41.2pp | 42.97%-32.9pp | 202.70%-192.7pp |
| Employer contribution / active EE | $2,609 | $3,923-33.5% | $3,547-26.4% | $5,055-48.4% |
| Participant deferral / active EE | $6,950 | $5,463+27.2% | $4,924+41.2% | $6,977-0.4% |
| Admin fee / account holder | $52 | $11,107-99.5% | $10,340-99.5% | $19,030-99.7% |