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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,119 | $83,337-5.1% | $67,834+16.6% | $273,972-71.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 9.35% | 259.45%-250.1pp | 138.47%-129.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,722 | $3,287-47.6% | $2,403-28.3% | $4,869-64.6% |
| Participant deferral / active EE | $6,724 | $4,088+64.5% | $3,160+112.8% | $5,287+27.2% |
| Admin fee / account holder | -$53 | $6,752-100.8% | $4,622-101.1% | $10,133-100.5% |