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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,767 | $228,352-66.4% | $185,827-58.7% | $158,950-51.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 17.16% | 40.81%-23.7pp | 35.96%-18.8pp | 302.91%-285.7pp |
| Employer contribution / active EE | $1,711 | $4,967-65.6% | $4,087-58.1% | $4,762-64.1% |
| Participant deferral / active EE | $3,640 | $6,416-43.3% | $5,633-35.4% | $5,983-39.2% |
| Admin fee / account holder | $155 | $11,867-98.7% | $9,502-98.4% | $11,248-98.6% |