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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,753 | $79,184-30.9% | $102,438-46.6% | $74,546-26.6% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 13.53% | 54.95%-41.4pp | 29.37%-15.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,202 | $2,362-6.8% | $3,024-27.2% | $2,624-16.1% |
| Participant deferral / active EE | $3,819 | $4,414-13.5% | $5,054-24.4% | $4,347-12.2% |
| Admin fee / account holder | $182 | $2,001-90.9% | $9,448-98.1% | $1,944-90.6% |