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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,185 | $101,618-63.4% | $93,063-60.0% | $137,256-72.9% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 14.76% | 223.95%-209.2pp | 34.15%-19.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,826 | $2,707-32.6% | $2,476-26.3% | $4,156-56.1% |
| Participant deferral / active EE | $5,503 | $4,279+28.6% | $3,958+39.0% | $6,407-14.1% |
| Admin fee / account holder | $181 | $6,198-97.1% | $6,033-97.0% | $12,270-98.5% |