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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,601 | $114,119-60.9% | $107,187-58.4% | $138,895-67.9% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 16.62% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,061 | $4,059-73.9% | $3,782-71.9% | $4,194-74.7% |
| Participant deferral / active EE | $3,143 | $5,538-43.2% | $5,096-38.3% | $6,396-50.9% |
| Admin fee / account holder | $274 | $10,024-97.3% | $9,162-97.0% | $12,562-97.8% |