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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,644 | $227,399-81.2% | $189,758-77.5% | $198,609-78.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 20.87% | 61.03%-40.2pp | 52.62%-31.8pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,952 | $5,526-64.7% | $4,767-59.0% | $5,055-61.4% |
| Participant deferral / active EE | $6,194 | $6,837-9.4% | $5,856+5.8% | $6,977-11.2% |
| Admin fee / account holder | $207 | $25,162-99.2% | $20,388-99.0% | $19,030-98.9% |