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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,958 | $114,119-63.2% | $107,187-60.9% | $138,895-69.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 79.9%+4.7pp |
| Annual return | 17.68% | 273.21%-255.5pp | 204.55%-186.9pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,274 | $4,059-44.0% | $3,782-39.9% | $4,194-45.8% |
| Participant deferral / active EE | $3,072 | $5,538-44.5% | $5,096-39.7% | $6,396-52.0% |
| Admin fee / account holder | $276 | $10,024-97.2% | $9,162-97.0% | $12,562-97.8% |