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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,071 | $124,346-67.8% | $111,306-64.0% | $167,553-76.1% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 9.23% | 37.46%-28.2pp | 54.67%-45.4pp | 478.89%-469.7pp |
| Employer contribution / active EE | $2,199 | $3,438-36.0% | $2,732-19.5% | $4,840-54.6% |
| Participant deferral / active EE | $4,010 | $5,182-22.6% | $4,488-10.6% | $6,343-36.8% |
| Admin fee / account holder | $131 | $10,623-98.8% | $7,966-98.4% | $12,316-98.9% |