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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,933 | $183,539-77.7% | $155,556-73.7% | $145,897-71.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.85% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,446 | $5,315-35.2% | $4,675-26.3% | $4,663-26.1% |
| Participant deferral / active EE | $2,391 | $6,467-63.0% | $5,631-57.5% | $6,689-64.3% |
| Admin fee / account holder | $287 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |