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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,290 | $98,766-62.2% | $149,730-75.1% | $79,852-53.3% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.6%+6.8pp |
| Annual return | 14.42% | 27.43%-13.0pp | 276.70%-262.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $3,616 | $3,217+12.4% | $4,645-22.2% | $2,471+46.3% |
| Participant deferral / active EE | $3,280 | $5,681-42.3% | $6,843-52.1% | $3,740-12.3% |
| Admin fee / account holder | $185 | $6,052-96.9% | $9,310-98.0% | $5,306-96.5% |