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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,078 | $115,810-48.1% | $101,271-40.7% | $158,966-62.2% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.2pp |
| Annual return | 12.04% | 56.15%-44.1pp | 46.48%-34.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $992 | $4,175-76.2% | $3,660-72.9% | $4,762-79.2% |
| Participant deferral / active EE | $1,854 | $4,958-62.6% | $4,371-57.6% | $5,983-69.0% |
| Admin fee / account holder | $17 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |