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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,526 | $108,942-59.1% | $100,415-55.7% | $145,897-69.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 17.74% | 58.27%-40.5pp | 49.47%-31.7pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,663 | $4,422-39.8% | $3,943-32.5% | $4,663-42.9% |
| Participant deferral / active EE | $2,827 | $8,461-66.6% | $8,091-65.1% | $6,689-57.7% |
| Admin fee / account holder | $159 | $9,702-98.4% | $7,906-98.0% | $13,390-98.8% |