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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,684 | $91,179-44.4% | $178,499-71.6% | $79,852-36.5% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 21.65% | 24.19%-2.5pp | 151.10%-129.5pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,919 | $3,256-41.0% | $5,011-61.7% | $2,471-22.3% |
| Participant deferral / active EE | $4,166 | $3,236+28.7% | $5,202-19.9% | $3,740+11.4% |
| Admin fee / account holder | $52 | $6,749-99.2% | $13,986-99.6% | $5,306-99.0% |