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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,911 | $142,430-56.5% | $115,170-46.2% | $152,897-59.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.5%+7.5pp |
| Annual return | 22.01% | 41.48%-19.5pp | 35.60%-13.6pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,448 | $4,011-39.0% | $3,179-23.0% | $4,764-48.6% |
| Participant deferral / active EE | $6,548 | $5,165+26.8% | $4,169+57.1% | $5,851+11.9% |
| Admin fee / account holder | $201 | $8,464-97.6% | $7,089-97.2% | $11,599-98.3% |