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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,420 | $208,088-71.0% | $186,193-67.5% | $154,746-61.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 16.64% | 89.97%-73.3pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,901 | $4,340-33.2% | $3,918-26.0% | $4,379-33.8% |
| Participant deferral / active EE | $5,794 | $7,078-18.1% | $6,513-11.0% | $6,730-13.9% |
| Admin fee / account holder | $20 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |