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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,162 | $166,131-72.2% | $164,975-72.0% | $145,877-68.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.96% | 100.37%-88.4pp | 70.12%-58.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,602 | $5,276-50.7% | $4,343-40.1% | $4,663-44.2% |
| Participant deferral / active EE | $7,041 | $6,962+1.1% | $6,033+16.7% | $6,691+5.2% |
| Admin fee / account holder | $144 | $16,648-99.1% | $12,688-98.9% | $13,402-98.9% |