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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,218 | $55,437-23.8% | $155,534-72.9% | $74,459-43.3% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 13.03% | 269.58%-256.6pp | 64.92%-51.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $2,469 | $2,266+9.0% | $4,675-47.2% | $2,626-6.0% |
| Participant deferral / active EE | $2,868 | $2,837+1.1% | $5,630-49.1% | $4,350-34.1% |
| Admin fee / account holder | $34 | $1,742-98.1% | $15,900-99.8% | $1,945-98.3% |