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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,410 | $227,399-79.6% | $189,758-75.5% | $198,609-76.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 21.74% | 61.03%-39.3pp | 52.62%-30.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $3,632 | $5,526-34.3% | $4,767-23.8% | $5,055-28.2% |
| Participant deferral / active EE | $7,106 | $6,837+3.9% | $5,856+21.3% | $6,977+1.8% |
| Admin fee / account holder | $229 | $25,162-99.1% | $20,388-98.9% | $19,030-98.8% |