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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,389 | $93,346-50.3% | $71,796-35.4% | $273,972-83.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 4.82% | 130.39%-125.6pp | 78.04%-73.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,282 | $2,733-53.1% | $1,924-33.4% | $4,869-73.7% |
| Participant deferral / active EE | $2,695 | $3,475-22.4% | $2,794-3.6% | $5,287-49.0% |
| Admin fee / account holder | $134 | $6,571-98.0% | $4,815-97.2% | $10,133-98.7% |