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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,341 | $162,785-73.4% | $133,959-67.6% | $158,950-72.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 14.11% | 41.94%-27.8pp | 45.09%-31.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $2,148 | $4,975-56.8% | $3,919-45.2% | $4,762-54.9% |
| Participant deferral / active EE | $4,185 | $5,910-29.2% | $5,047-17.1% | $5,983-30.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |