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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,505 | $197,637-77.5% | $177,848-75.0% | $158,982-72.0% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 18.27% | 58.77%-40.5pp | 48.33%-30.1pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,097 | $6,698-68.7% | $5,919-64.6% | $4,763-56.0% |
| Participant deferral / active EE | $3,074 | $8,405-63.4% | $7,714-60.1% | $5,983-48.6% |
| Admin fee / account holder | $3 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |