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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,552 | $129,737-47.2% | $119,126-42.5% | $154,746-55.7% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 15.89% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,139 | $4,375-74.0% | $4,034-71.8% | $4,379-74.0% |
| Participant deferral / active EE | $13,506 | $5,842+131.2% | $5,318+154.0% | $6,730+100.7% |
| Admin fee / account holder | $152 | $11,961-98.7% | $10,693-98.6% | $14,365-98.9% |