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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,195 | $111,535-57.7% | $105,223-55.1% | $137,256-65.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 18.10% | 237.85%-219.8pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,518 | $3,939-10.7% | $3,689-4.6% | $4,156-15.4% |
| Participant deferral / active EE | $5,449 | $5,500-0.9% | $5,072+7.4% | $6,407-14.9% |
| Admin fee / account holder | $197 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |