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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,071 | $99,053-46.4% | $88,179-39.8% | $138,895-61.8% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 21.19% | 78.17%-57.0pp | 64.97%-43.8pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,012 | $2,882-30.2% | $2,549-21.1% | $4,194-52.0% |
| Participant deferral / active EE | $3,681 | $5,225-29.6% | $4,614-20.2% | $6,396-42.5% |
| Admin fee / account holder | $18 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |