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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,845 | $152,612-62.1% | $125,192-53.8% | $152,897-62.2% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 23.69% | 54.85%-31.2pp | 43.79%-20.1pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,126 | $4,947-57.0% | $3,866-45.0% | $4,764-55.4% |
| Participant deferral / active EE | $4,252 | $5,868-27.5% | $4,937-13.9% | $5,851-27.3% |
| Admin fee / account holder | $46 | $13,437-99.7% | $9,704-99.5% | $11,599-99.6% |