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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,917 | $93,346-21.9% | $71,796+1.6% | $273,972-73.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 6.81% | 130.39%-123.6pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,242 | $2,733-18.0% | $1,924+16.5% | $4,869-54.0% |
| Participant deferral / active EE | $6,011 | $3,475+73.0% | $2,794+115.1% | $5,287+13.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |