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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,137 | $100,073-38.9% | $85,126-28.2% | $145,877-58.1% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.0pp | 80.3%-1.7pp |
| Annual return | 21.24% | 84.11%-62.9pp | 66.63%-45.4pp | 551.28%-530.0pp |
| Employer contribution / active EE | $3,455 | $3,236+6.8% | $2,731+26.5% | $4,663-25.9% |
| Participant deferral / active EE | $6,301 | $5,294+19.0% | $4,523+39.3% | $6,691-5.8% |
| Admin fee / account holder | $263 | $7,261-96.4% | $6,160-95.7% | $13,402-98.0% |