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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,044 | $209,425-62.3% | $178,499-55.7% | $158,966-50.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.32% | 188.80%-176.5pp | 151.10%-138.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,340 | $5,707-76.5% | $5,011-73.3% | $4,762-71.9% |
| Participant deferral / active EE | $6,187 | $5,955+3.9% | $5,202+18.9% | $5,983+3.4% |
| Admin fee / account holder | $228 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |