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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,906 | $115,814-35.3% | $101,275-26.0% | $158,982-52.9% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 25.38% | 56.16%-30.8pp | 46.48%-21.1pp | 302.99%-277.6pp |
| Employer contribution / active EE | $1,491 | $4,176-64.3% | $3,660-59.3% | $4,763-68.7% |
| Participant deferral / active EE | $2,764 | $4,958-44.2% | $4,371-36.8% | $5,983-53.8% |
| Admin fee / account holder | $88 | $7,249-98.8% | $5,948-98.5% | $11,252-99.2% |