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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,882 | $114,119-59.8% | $107,187-57.2% | $138,895-67.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 17.82% | 273.21%-255.4pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,041 | $4,059-0.4% | $3,782+6.8% | $4,194-3.7% |
| Participant deferral / active EE | $3,821 | $5,538-31.0% | $5,096-25.0% | $6,396-40.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |