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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,514 | $103,387-23.1% | $87,102-8.7% | $152,885-48.0% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 16.87% | 28.10%-11.2pp | 28.19%-11.3pp | 345.39%-328.5pp |
| Employer contribution / active EE | $1,547 | $3,221-52.0% | $2,521-38.6% | $4,763-67.5% |
| Participant deferral / active EE | $3,832 | $4,778-19.8% | $4,048-5.3% | $5,851-34.5% |
| Admin fee / account holder | $14 | $12,193-99.9% | $7,491-99.8% | $11,598-99.9% |