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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,242 | $97,732-50.6% | $83,831-42.5% | $135,380-64.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 7.10% | 1287.56%-1280.5pp | 850.99%-843.9pp | 519.81%-512.7pp |
| Employer contribution / active EE | $1,865 | $4,222-55.8% | $3,631-48.7% | $4,779-61.0% |
| Participant deferral / active EE | $4,687 | $4,683+0.1% | $4,082+14.8% | $5,609-16.4% |
| Admin fee / account holder | $53 | $6,675-99.2% | $5,479-99.0% | $10,828-99.5% |