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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,561 | $172,111-59.6% | $150,298-53.7% | $137,256-49.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.26% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,130 | $4,636-54.1% | $4,154-48.7% | $4,156-48.8% |
| Participant deferral / active EE | $7,179 | $6,166+16.4% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $199 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |