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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,031 | $148,623-51.5% | $135,974-47.0% | $139,466-48.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.42% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,961 | $5,246-62.6% | $4,859-59.6% | $4,754-58.8% |
| Participant deferral / active EE | $4,960 | $8,103-38.8% | $7,760-36.1% | $6,712-26.1% |
| Admin fee / account holder | $94 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |