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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,634 | $152,612-70.8% | $125,192-64.3% | $152,897-70.8% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 21.90% | 54.85%-32.9pp | 43.79%-21.9pp | 345.43%-323.5pp |
| Employer contribution / active EE | $1,530 | $4,947-69.1% | $3,866-60.4% | $4,764-67.9% |
| Participant deferral / active EE | $4,623 | $5,868-21.2% | $4,937-6.4% | $5,851-21.0% |
| Admin fee / account holder | $300 | $13,437-97.8% | $9,704-96.9% | $11,599-97.4% |