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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,934 | $65,395-8.4% | $182,540-67.2% | $72,975-17.9% |
| Participation rate | 86.8% | 65.4%+21.4pp | 78.0%+8.9pp | 69.5%+17.4pp |
| Annual return | 27.37% | 27.68%-0.3pp | 148.58%-121.2pp | 81.01%-53.6pp |
| Employer contribution / active EE | $1,820 | $1,911-4.7% | $4,076-55.3% | $2,440-25.4% |
| Participant deferral / active EE | $7,372 | $3,563+106.9% | $5,525+33.4% | $3,608+104.4% |
| Admin fee / account holder | $295 | $4,245-93.1% | $8,593-96.6% | $5,124-94.3% |