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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,679 | $154,228-65.8% | $145,433-63.8% | $137,256-61.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.85% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,635 | $4,804-66.0% | $4,554-64.1% | $4,156-60.7% |
| Participant deferral / active EE | $4,076 | $8,216-50.4% | $7,897-48.4% | $6,407-36.4% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |