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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,415 | $102,938-79.2% | $94,105-77.2% | $138,895-84.6% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 17.92% | 250.28%-232.4pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,869 | $2,732+5.0% | $2,504+14.6% | $4,194-31.6% |
| Participant deferral / active EE | $1,479 | $4,196-64.8% | $3,881-61.9% | $6,396-76.9% |
| Admin fee / account holder | $95 | $6,600-98.6% | $6,199-98.5% | $12,562-99.2% |