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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,714 | $114,013-45.9% | $103,693-40.5% | $155,188-60.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.0pp | 80.8%+3.8pp |
| Annual return | 13.06% | 49.31%-36.3pp | 47.61%-34.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,563 | $3,131-18.2% | $2,920-12.2% | $4,248-39.7% |
| Participant deferral / active EE | $4,358 | $4,970-12.3% | $4,579-4.8% | $6,531-33.3% |
| Admin fee / account holder | $266 | $8,407-96.8% | $7,858-96.6% | $14,480-98.2% |