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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,508 | $139,948-50.3% | $121,663-42.9% | $154,746-55.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.5%+11.2pp | 80.7%+5.0pp |
| Annual return | 21.58% | 230.52%-208.9pp | 147.54%-126.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,977 | $3,521-15.5% | $3,020-1.4% | $4,379-32.0% |
| Participant deferral / active EE | $10,136 | $5,629+80.1% | $4,887+107.4% | $6,730+50.6% |
| Admin fee / account holder | $203 | $17,321-98.8% | $14,289-98.6% | $14,365-98.6% |