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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,220 | $48,053-10.1% | $84,628-48.9% | $72,975-40.8% |
| Participation rate | 75.0% | 57.6%+17.4pp | 68.2%+6.8pp | 69.5%+5.5pp |
| Annual return | 26.72% | 37.39%-10.7pp | 258.80%-232.1pp | 81.01%-54.3pp |
| Employer contribution / active EE | $1,953 | $1,602+21.9% | $2,653-26.4% | $2,440-19.9% |
| Participant deferral / active EE | $3,833 | $2,681+43.0% | $3,900-1.7% | $3,608+6.2% |
| Admin fee / account holder | $142 | $3,395-95.8% | $4,914-97.1% | $5,124-97.2% |