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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,294 | $91,167-55.8% | $178,498-77.4% | $79,858-49.5% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 17.32% | 24.19%-6.9pp | 151.09%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,487 | $3,255-23.6% | $5,011-50.4% | $2,471+0.6% |
| Participant deferral / active EE | $5,258 | $3,236+62.5% | $5,202+1.1% | $3,740+40.6% |
| Admin fee / account holder | $194 | $6,747-97.1% | $13,985-98.6% | $5,306-96.4% |