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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,150 | $99,053-45.3% | $88,179-38.6% | $138,895-61.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 20.36% | 78.17%-57.8pp | 64.97%-44.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,903 | $2,882-34.0% | $2,549-25.4% | $4,194-54.6% |
| Participant deferral / active EE | $12,435 | $5,225+138.0% | $4,614+169.5% | $6,396+94.4% |
| Admin fee / account holder | $166 | $8,748-98.1% | $7,673-97.8% | $12,562-98.7% |