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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,352 | $102,638-54.8% | $81,991-43.5% | $158,966-70.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 21.67% | 61.05%-39.4pp | 41.31%-19.6pp | 302.95%-281.3pp |
| Employer contribution / active EE | $1,825 | $3,241-43.7% | $2,498-27.0% | $4,762-61.7% |
| Participant deferral / active EE | $4,608 | $4,649-0.9% | $3,722+23.8% | $5,983-23.0% |
| Admin fee / account holder | $239 | $8,237-97.1% | $5,665-95.8% | $11,250-97.9% |