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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,655 | $118,708-59.9% | $98,920-51.8% | $158,982-70.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 16.02% | 372.49%-356.5pp | 196.47%-180.4pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,412 | $3,334-57.7% | $2,689-47.5% | $4,763-70.4% |
| Participant deferral / active EE | $4,325 | $5,089-15.0% | $4,245+1.9% | $5,983-27.7% |
| Admin fee / account holder | $271 | $10,134-97.3% | $6,643-95.9% | $11,252-97.6% |