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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,241 | $134,817-60.5% | $123,973-57.1% | $155,188-65.7% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.7%+8.3pp | 80.8%+4.2pp |
| Annual return | 19.32% | 515.49%-496.2pp | 388.13%-368.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,570 | $4,425-64.5% | $4,126-61.9% | $4,248-63.0% |
| Participant deferral / active EE | $7,460 | $5,706+30.7% | $5,247+42.2% | $6,531+14.2% |
| Admin fee / account holder | $277 | $13,245-97.9% | $11,799-97.7% | $14,480-98.1% |