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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,948 | $111,535-57.9% | $105,223-55.4% | $137,256-65.8% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 80.0%+7.0pp |
| Annual return | 16.31% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,168 | $3,939-45.0% | $3,689-41.2% | $4,156-47.8% |
| Participant deferral / active EE | $3,611 | $5,500-34.3% | $5,072-28.8% | $6,407-43.6% |
| Admin fee / account holder | $2 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |