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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,114 | $111,535-62.2% | $105,223-60.0% | $137,256-69.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 19.25% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,672 | $3,939-57.6% | $3,689-54.7% | $4,156-59.8% |
| Participant deferral / active EE | $3,110 | $5,500-43.5% | $5,072-38.7% | $6,407-51.5% |
| Admin fee / account holder | $31 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |