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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,678 | $102,938-84.8% | $94,105-83.3% | $138,895-88.7% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 15.96% | 250.28%-234.3pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,176 | $2,732-56.9% | $2,504-53.0% | $4,194-72.0% |
| Participant deferral / active EE | $4,282 | $4,196+2.0% | $3,881+10.3% | $6,396-33.1% |
| Admin fee / account holder | $211 | $6,600-96.8% | $6,199-96.6% | $12,562-98.3% |