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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,791 | $107,941-60.4% | $91,994-53.5% | $152,909-72.0% |
| Participation rate | 84.2% | 81.2%+3.0pp | 78.6%+5.6pp | 82.5%+1.8pp |
| Annual return | 26.76% | 89.28%-62.5pp | 69.04%-42.3pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,971 | $4,212-53.2% | $3,453-42.9% | $4,764-58.6% |
| Participant deferral / active EE | $5,836 | $6,366-8.3% | $5,924-1.5% | $5,851-0.3% |
| Admin fee / account holder | $215 | $10,521-98.0% | $7,744-97.2% | $11,601-98.1% |