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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,093 | $85,766-5.4% | $136,298-40.5% | $70,126+15.6% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 17.79% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,867 | $2,966-3.3% | $4,696-38.9% | $2,343+22.4% |
| Participant deferral / active EE | $2,282 | $5,051-54.8% | $6,247-63.5% | $3,332-31.5% |
| Admin fee / account holder | $268 | $5,421-95.1% | $9,244-97.1% | $4,645-94.2% |