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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,210 | $58,311-15.6% | $81,882-39.9% | $80,959-39.2% |
| Participation rate | 87.8% | 63.5%+24.3pp | 72.4%+15.4pp | 67.7%+20.1pp |
| Annual return | 13.84% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,010 | $2,347-14.3% | $2,916-31.1% | $2,757-27.1% |
| Participant deferral / active EE | $1,093 | $3,287-66.8% | $4,323-74.7% | $4,300-74.6% |
| Admin fee / account holder | $194 | $4,752-95.9% | $7,360-97.4% | $6,925-97.2% |