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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,141 | $201,370-69.1% | $184,256-66.3% | $145,897-57.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.95% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,550 | $7,024-77.9% | $6,427-75.9% | $4,663-66.8% |
| Participant deferral / active EE | $4,887 | $9,808-50.2% | $9,133-46.5% | $6,689-26.9% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,899-99.0% | $13,390-99.0% |