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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,938 | $86,288-21.3% | $111,306-39.0% | $85,851-20.9% |
| Participation rate | 95.7% | 73.3%+22.4pp | 77.3%+18.4pp | 69.3%+26.4pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.67%-39.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $2,017 | $2,044-1.3% | $2,732-26.2% | $2,565-21.4% |
| Participant deferral / active EE | $2,755 | $3,641-24.3% | $4,488-38.6% | $3,952-30.3% |
| Admin fee / account holder | $29 | $8,189-99.6% | $7,966-99.6% | $6,261-99.5% |