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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,695 | $185,312-64.5% | $161,489-59.3% | $154,746-57.5% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 19.60% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,663 | $4,769-65.1% | $4,268-61.0% | $4,379-62.0% |
| Participant deferral / active EE | $4,531 | $6,350-28.6% | $5,630-19.5% | $6,730-32.7% |
| Admin fee / account holder | $299 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |