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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,211 | $99,079-52.4% | $78,002-39.5% | $273,972-82.8% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 9.32% | 217.93%-208.6pp | 425.99%-416.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,875 | $3,308-43.3% | $2,470-24.1% | $4,869-61.5% |
| Participant deferral / active EE | $1,761 | $4,306-59.1% | $3,497-49.6% | $5,287-66.7% |
| Admin fee / account holder | $265 | $8,954-97.0% | $5,481-95.2% | $10,133-97.4% |