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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,620 | $96,524-19.6% | $75,900+2.3% | $152,909-49.2% |
| Participation rate | 93.8% | 76.2%+17.6pp | 69.3%+24.5pp | 82.5%+11.3pp |
| Annual return | 20.68% | 33.93%-13.3pp | 30.73%-10.0pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,311 | $3,311-30.2% | $2,501-7.6% | $4,764-51.5% |
| Participant deferral / active EE | $7,303 | $4,554+60.4% | $3,604+102.7% | $5,851+24.8% |
| Admin fee / account holder | $250 | $8,082-96.9% | $5,421-95.4% | $11,601-97.8% |