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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,943 | $157,296-63.8% | $141,191-59.7% | $152,897-62.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 33.64% | 64.34%-30.7pp | 71.41%-37.8pp | 345.43%-311.8pp |
| Employer contribution / active EE | $1,935 | $5,262-63.2% | $4,736-59.1% | $4,764-59.4% |
| Participant deferral / active EE | $8,544 | $7,111+20.2% | $6,710+27.3% | $5,851+46.0% |
| Admin fee / account holder | $131 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |