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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,130 | $157,270-51.6% | $141,173-46.1% | $152,870-50.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.58% | 64.33%-42.7pp | 71.40%-49.8pp | 345.34%-323.8pp |
| Employer contribution / active EE | $1,597 | $5,261-69.7% | $4,735-66.3% | $4,763-66.5% |
| Participant deferral / active EE | $2,833 | $7,110-60.1% | $6,710-57.8% | $5,850-51.6% |
| Admin fee / account holder | $237 | $12,121-98.0% | $10,262-97.7% | $11,597-98.0% |