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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,468 | $114,013-54.9% | $103,693-50.4% | $155,188-66.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.6pp | 80.8%+14.4pp |
| Annual return | 16.26% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,691 | $3,131-46.0% | $2,920-42.1% | $4,248-60.2% |
| Participant deferral / active EE | $4,237 | $4,970-14.7% | $4,579-7.5% | $6,531-35.1% |
| Admin fee / account holder | $295 | $8,407-96.5% | $7,858-96.2% | $14,480-98.0% |