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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,861 | $115,810-42.3% | $101,271-34.0% | $158,966-57.9% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 12.86% | 56.15%-43.3pp | 46.48%-33.6pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,962 | $4,175-53.0% | $3,660-46.4% | $4,762-58.8% |
| Participant deferral / active EE | $7,029 | $4,958+41.8% | $4,371+60.8% | $5,983+17.5% |
| Admin fee / account holder | $153 | $7,248-97.9% | $5,948-97.4% | $11,250-98.6% |