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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,676 | $116,203-62.4% | $93,621-53.3% | $152,909-71.4% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.8%+17.5pp | 82.5%+10.9pp |
| Annual return | 19.51% | 35.96%-16.5pp | 32.76%-13.2pp | 345.46%-326.0pp |
| Employer contribution / active EE | $5,554 | $3,219+72.5% | $2,719+104.3% | $4,764+16.6% |
| Participant deferral / active EE | $5,416 | $4,605+17.6% | $4,070+33.1% | $5,851-7.4% |
| Admin fee / account holder | $247 | $10,751-97.7% | $7,890-96.9% | $11,601-97.9% |