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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,588 | $183,592-77.9% | $155,574-73.9% | $145,877-72.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.10% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,398 | $5,317-73.7% | $4,676-70.1% | $4,663-70.0% |
| Participant deferral / active EE | $3,138 | $6,466-51.5% | $5,629-44.3% | $6,691-53.1% |
| Admin fee / account holder | $130 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |