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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,630 | $77,908-46.6% | $149,696-72.2% | $75,173-44.6% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 17.36% | 31.73%-14.4pp | 134.46%-117.1pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,604 | $3,138-17.0% | $4,821-46.0% | $2,671-2.5% |
| Participant deferral / active EE | $6,189 | $3,411+81.4% | $5,682+8.9% | $4,126+50.0% |
| Admin fee / account holder | $296 | $5,950-95.0% | $13,212-97.8% | $5,651-94.8% |