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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,665 | $114,013-61.7% | $103,693-57.9% | $155,188-71.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.0pp | 80.8%+3.8pp |
| Annual return | 16.82% | 49.31%-32.5pp | 47.61%-30.8pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,895 | $3,131+24.4% | $2,920+33.4% | $4,248-8.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $73 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |