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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,427 | $103,008-71.4% | $90,304-67.4% | $152,897-80.8% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.5%+7.0pp |
| Annual return | 24.92% | 95.22%-70.3pp | 78.13%-53.2pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,593 | $3,139-17.4% | $2,855-9.2% | $4,764-45.6% |
| Participant deferral / active EE | $4,879 | $4,281+14.0% | $3,885+25.6% | $5,851-16.6% |
| Admin fee / account holder | $288 | $6,175-95.3% | $5,354-94.6% | $11,599-97.5% |