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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,405 | $157,829-74.4% | $136,867-70.5% | $198,609-79.7% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 23.34% | 51.25%-27.9pp | 42.97%-19.6pp | 202.70%-179.4pp |
| Employer contribution / active EE | $2,116 | $3,923-46.1% | $3,547-40.3% | $5,055-58.1% |
| Participant deferral / active EE | $5,797 | $5,463+6.1% | $4,924+17.7% | $6,977-16.9% |
| Admin fee / account holder | $78 | $11,107-99.3% | $10,340-99.2% | $19,030-99.6% |