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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,226 | $48,364+18.3% | $71,796-20.3% | $62,881-9.0% |
| Participation rate | 84.4% | 60.6%+23.8pp | 69.1%+15.3pp | 69.3%+15.1pp |
| Annual return | 5.43% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,071 | $1,042+98.8% | $1,924+7.6% | $2,281-9.2% |
| Participant deferral / active EE | $1,747 | $2,091-16.5% | $2,794-37.5% | $3,203-45.5% |
| Admin fee / account holder | $143 | $3,771-96.2% | $4,815-97.0% | $4,296-96.7% |