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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,858 | $112,915-49.6% | $90,965-37.5% | $158,950-64.2% |
| Participation rate | 76.2% | 74.7%+1.5pp | 69.0%+7.2pp | 82.0%-5.8pp |
| Annual return | 14.02% | 215.75%-201.7pp | 134.57%-120.5pp | 302.91%-288.9pp |
| Employer contribution / active EE | $630 | $2,894-78.2% | $2,122-70.3% | $4,762-86.8% |
| Participant deferral / active EE | $3,649 | $4,128-11.6% | $3,373+8.2% | $5,983-39.0% |
| Admin fee / account holder | $59 | $8,044-99.3% | $5,960-99.0% | $11,248-99.5% |