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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,680 | $114,119-67.0% | $107,187-64.8% | $138,895-72.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 16.28% | 273.21%-256.9pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,516 | $4,059-38.0% | $3,782-33.5% | $4,194-40.0% |
| Participant deferral / active EE | $2,034 | $5,538-63.3% | $5,096-60.1% | $6,396-68.2% |
| Admin fee / account holder | $234 | $10,024-97.7% | $9,162-97.4% | $12,562-98.1% |