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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,059 | $64,324+12.0% | $118,914-39.4% | $79,856-9.8% |
| Participation rate | 82.1% | 64.9%+17.3pp | 75.4%+6.7pp | 69.6%+12.5pp |
| Annual return | 16.33% | 86.45%-70.1pp | 35.89%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,550 | $1,836-15.6% | $3,264-52.5% | $2,471-37.3% |
| Participant deferral / active EE | $2,293 | $2,824-18.8% | $4,266-46.2% | $3,741-38.7% |
| Admin fee / account holder | $13 | $4,040-99.7% | $6,582-99.8% | $5,306-99.8% |