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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,184 | $111,535-60.4% | $105,223-58.0% | $137,256-67.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 22.53% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,891 | $3,939-52.0% | $3,689-48.7% | $4,156-54.5% |
| Participant deferral / active EE | $6,575 | $5,500+19.6% | $5,072+29.7% | $6,407+2.6% |
| Admin fee / account holder | $210 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |