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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,390 | $183,539-53.5% | $155,556-45.1% | $145,897-41.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.10% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,781 | $5,315-66.5% | $4,675-61.9% | $4,663-61.8% |
| Participant deferral / active EE | $7,050 | $6,467+9.0% | $5,631+25.2% | $6,689+5.4% |
| Admin fee / account holder | $273 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |