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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,780 | $172,111-50.7% | $150,298-43.6% | $137,256-38.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,651 | $4,636-64.4% | $4,154-60.3% | $4,156-60.3% |
| Participant deferral / active EE | $2,060 | $6,166-66.6% | $5,453-62.2% | $6,407-67.9% |
| Admin fee / account holder | $180 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |