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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,633 | $165,361-72.4% | $149,715-69.5% | $158,950-71.3% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 16.56% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $2,977 | $5,103-41.7% | $4,645-35.9% | $4,762-37.5% |
| Participant deferral / active EE | $4,386 | $7,182-38.9% | $6,842-35.9% | $5,983-26.7% |
| Admin fee / account holder | $172 | $10,808-98.4% | $9,310-98.2% | $11,248-98.5% |