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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,823 | $108,922-59.8% | $100,398-56.4% | $145,978-70.0% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 13.69% | 58.04%-44.3pp | 49.32%-35.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,867 | $4,426-57.8% | $3,946-52.7% | $4,662-59.9% |
| Participant deferral / active EE | $5,615 | $8,450-33.5% | $8,084-30.5% | $6,690-16.1% |
| Admin fee / account holder | $20 | $9,680-99.8% | $7,893-99.7% | $13,400-99.9% |