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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,137 | $99,921-38.8% | $85,009-28.1% | $145,959-58.1% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.1pp | 80.3%-1.7pp |
| Annual return | 21.24% | 83.89%-62.6pp | 66.47%-45.2pp | 561.95%-540.7pp |
| Employer contribution / active EE | $3,455 | $3,233+6.9% | $2,728+26.6% | $4,661-25.9% |
| Participant deferral / active EE | $6,301 | $5,293+19.1% | $4,522+39.4% | $6,689-5.8% |
| Admin fee / account holder | $263 | $7,252-96.4% | $6,153-95.7% | $13,398-98.0% |