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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,948 | $129,737-63.8% | $119,126-60.6% | $154,746-69.7% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 16.31% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,168 | $4,375-50.4% | $4,034-46.3% | $4,379-50.5% |
| Participant deferral / active EE | $3,611 | $5,842-38.2% | $5,318-32.1% | $6,730-46.4% |
| Admin fee / account holder | $2 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |