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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,483 | $72,071-32.7% | $68,368-29.1% | $137,256-64.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 15.17% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,046 | $2,788+9.3% | $2,649+15.0% | $4,156-26.7% |
| Participant deferral / active EE | $5,126 | $4,410+16.2% | $4,123+24.3% | $6,407-20.0% |
| Admin fee / account holder | $260 | $5,336-95.1% | $5,150-94.9% | $12,270-97.9% |