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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,777 | $107,363-49.0% | $92,909-41.0% | $152,897-64.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 21.44% | 145.63%-124.2pp | 109.44%-88.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,078 | $4,222-74.5% | $3,653-70.5% | $4,764-77.4% |
| Participant deferral / active EE | $5,315 | $4,848+9.6% | $4,238+25.4% | $5,851-9.2% |
| Admin fee / account holder | $217 | $7,082-96.9% | $5,795-96.3% | $11,599-98.1% |