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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,702 | $157,276-71.6% | $141,177-68.3% | $152,885-70.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.87% | 64.33%-40.5pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,799 | $5,262-65.8% | $4,736-62.0% | $4,763-62.2% |
| Participant deferral / active EE | $6,020 | $7,110-15.3% | $6,710-10.3% | $5,851+2.9% |
| Admin fee / account holder | $279 | $12,123-97.7% | $10,263-97.3% | $11,598-97.6% |