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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,053 | $93,346-8.9% | $71,796+18.5% | $273,972-69.0% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.1%+19.1pp | 83.0%+5.2pp |
| Annual return | 9.86% | 130.39%-120.5pp | 78.04%-68.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,176 | $2,733-57.0% | $1,924-38.9% | $4,869-75.8% |
| Participant deferral / active EE | $1,511 | $3,475-56.5% | $2,794-45.9% | $5,287-71.4% |
| Admin fee / account holder | $29 | $6,571-99.6% | $4,815-99.4% | $10,133-99.7% |