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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,071 | $97,125-45.4% | $86,233-38.5% | $137,256-61.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 21.19% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,012 | $2,841-29.2% | $2,504-19.7% | $4,156-51.6% |
| Participant deferral / active EE | $3,681 | $5,180-28.9% | $4,559-19.3% | $6,407-42.5% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |