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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,049 | $107,368-58.0% | $92,915-51.5% | $152,909-70.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 21.10% | 145.64%-124.5pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $3,717 | $4,222-12.0% | $3,653+1.7% | $4,764-22.0% |
| Participant deferral / active EE | $8,876 | $4,848+83.1% | $4,238+109.4% | $5,851+51.7% |
| Admin fee / account holder | $261 | $7,082-96.3% | $5,796-95.5% | $11,601-97.8% |