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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $39,036+23.6% | $80,784-40.3% | $85,851-43.8% |
| Participation rate | 91.4% | 41.6%+49.9pp | 54.2%+37.3pp | 69.3%+22.1pp |
| Annual return | 18.08% | 26.31%-8.2pp | 87.31%-69.2pp | 318.63%-300.6pp |
| Employer contribution / active EE | $728 | $722+0.8% | $1,160-37.2% | $2,565-71.6% |
| Participant deferral / active EE | $1,133 | $1,326-14.6% | $2,145-47.2% | $3,952-71.3% |
| Admin fee / account holder | $265 | $2,429-89.1% | $3,380-92.2% | $6,261-95.8% |