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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,170 | $201,259-79.5% | $184,200-77.6% | $145,959-71.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.98% | 28.98%-14.0pp | 28.80%-13.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,714 | $7,018-61.3% | $6,424-57.8% | $4,661-41.8% |
| Participant deferral / active EE | $6,252 | $9,806-36.2% | $9,132-31.5% | $6,689-6.5% |
| Admin fee / account holder | $247 | $16,372-98.5% | $13,907-98.2% | $13,398-98.2% |