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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,336 | $176,402-78.8% | $134,155-72.2% | $158,950-76.5% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 20.64% | 63.66%-43.0pp | 36.34%-15.7pp | 302.91%-282.3pp |
| Employer contribution / active EE | $869 | $5,042-82.8% | $3,705-76.6% | $4,762-81.8% |
| Participant deferral / active EE | $755 | $4,093-81.6% | $3,500-78.4% | $5,983-87.4% |
| Admin fee / account holder | $158 | $8,719-98.2% | $6,685-97.6% | $11,248-98.6% |