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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,231 | $209,428-59.3% | $178,498-52.3% | $158,950-46.4% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.75% | 188.78%-175.0pp | 151.09%-137.3pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,484 | $5,707-74.0% | $5,011-70.4% | $4,762-68.8% |
| Participant deferral / active EE | $2,286 | $5,955-61.6% | $5,202-56.1% | $5,983-61.8% |
| Admin fee / account holder | $299 | $17,077-98.2% | $13,985-97.9% | $11,248-97.3% |