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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,158 | $208,088-82.6% | $186,193-80.6% | $154,746-76.6% |
| Participation rate | 82.4% | 80.0%+2.4pp | 77.1%+5.2pp | 80.7%+1.7pp |
| Annual return | 16.65% | 89.97%-73.3pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,514 | $4,340-65.1% | $3,918-61.4% | $4,379-65.4% |
| Participant deferral / active EE | $5,500 | $7,078-22.3% | $6,513-15.6% | $6,730-18.3% |
| Admin fee / account holder | $83 | $11,698-99.3% | $11,058-99.3% | $14,365-99.4% |