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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,231 | $89,370+3.2% | $141,197-34.7% | $72,976+26.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 19.88% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,157 | $3,115-62.9% | $4,736-75.6% | $2,440-52.6% |
| Participant deferral / active EE | $3,520 | $5,419-35.0% | $6,710-47.5% | $3,608-2.4% |
| Admin fee / account holder | $192 | $5,957-96.8% | $10,265-98.1% | $5,124-96.3% |