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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,467 | $165,361-71.9% | $149,715-69.0% | $158,950-70.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.94% | 348.24%-334.3pp | 276.66%-262.7pp | 302.91%-289.0pp |
| Employer contribution / active EE | $1,765 | $5,103-65.4% | $4,645-62.0% | $4,762-62.9% |
| Participant deferral / active EE | $6,008 | $7,182-16.3% | $6,842-12.2% | $5,983+0.4% |
| Admin fee / account holder | $184 | $10,808-98.3% | $9,310-98.0% | $11,248-98.4% |