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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,041 | $157,296-73.9% | $141,191-70.9% | $152,897-73.2% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.5%+2.5pp |
| Annual return | 24.02% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $5,944 | $5,262+13.0% | $4,736+25.5% | $4,764+24.8% |
| Participant deferral / active EE | $3,548 | $7,111-50.1% | $6,710-47.1% | $5,851-39.4% |
| Admin fee / account holder | $279 | $12,125-97.7% | $10,264-97.3% | $11,599-97.6% |