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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,894 | $124,980-32.9% | $108,359-22.6% | $154,746-45.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 15.88% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,313 | $2,851-54.0% | $2,399-45.3% | $4,379-70.0% |
| Participant deferral / active EE | $3,263 | $4,743-31.2% | $4,137-21.1% | $6,730-51.5% |
| Admin fee / account holder | $176 | $11,502-98.5% | $9,741-98.2% | $14,365-98.8% |