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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,184 | $89,370-28.2% | $141,197-54.5% | $72,976-12.0% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 28.04% | 111.88%-83.8pp | 71.41%-43.4pp | 81.02%-53.0pp |
| Employer contribution / active EE | $1,156 | $3,115-62.9% | $4,736-75.6% | $2,440-52.6% |
| Participant deferral / active EE | $2,869 | $5,419-47.1% | $6,710-57.2% | $3,608-20.5% |
| Admin fee / account holder | $74 | $5,957-98.8% | $10,265-99.3% | $5,124-98.6% |