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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,635 | $148,582-59.2% | $135,942-55.4% | $139,456-56.5% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 20.03% | 79.26%-59.2pp | 68.28%-48.2pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,936 | $5,245-44.0% | $4,858-39.5% | $4,753-38.2% |
| Participant deferral / active EE | $5,046 | $8,101-37.7% | $7,759-35.0% | $6,711-24.8% |
| Admin fee / account holder | $12 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |