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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,233 | $155,555-70.9% | $146,866-69.2% | $155,188-70.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 15.99% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,536 | $4,647-45.4% | $4,425-42.7% | $4,248-40.3% |
| Participant deferral / active EE | $3,280 | $8,044-59.2% | $7,759-57.7% | $6,531-49.8% |
| Admin fee / account holder | $271 | $14,755-98.2% | $13,620-98.0% | $14,480-98.1% |