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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,227 | $108,882-30.9% | $96,754-22.2% | $154,746-51.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 19.39% | 98.39%-79.0pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,510 | $3,018-50.0% | $2,679-43.6% | $4,379-65.5% |
| Participant deferral / active EE | $3,265 | $5,323-38.7% | $4,758-31.4% | $6,730-51.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |