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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,207 | $115,814-32.5% | $101,275-22.8% | $158,982-50.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 19.10% | 56.16%-37.1pp | 46.48%-27.4pp | 302.99%-283.9pp |
| Employer contribution / active EE | $2,202 | $4,176-47.3% | $3,660-39.8% | $4,763-53.8% |
| Participant deferral / active EE | $4,308 | $4,958-13.1% | $4,371-1.4% | $5,983-28.0% |
| Admin fee / account holder | $246 | $7,249-96.6% | $5,948-95.9% | $11,252-97.8% |