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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,588 | $183,592-77.9% | $155,567-73.9% | $145,959-72.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.10% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,398 | $5,315-73.7% | $4,674-70.1% | $4,661-70.0% |
| Participant deferral / active EE | $3,138 | $6,464-51.5% | $5,628-44.2% | $6,689-53.1% |
| Admin fee / account holder | $130 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |