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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,179 | $176,402-78.4% | $134,162-71.5% | $158,982-76.0% |
| Participation rate | 84.2% | 78.7%+5.5pp | 72.2%+12.0pp | 82.0%+2.2pp |
| Annual return | 24.73% | 63.66%-38.9pp | 36.35%-11.6pp | 302.99%-278.3pp |
| Employer contribution / active EE | $1,412 | $5,042-72.0% | $3,705-61.9% | $4,763-70.4% |
| Participant deferral / active EE | $3,148 | $4,093-23.1% | $3,500-10.0% | $5,983-47.4% |
| Admin fee / account holder | $250 | $8,719-97.1% | $6,685-96.3% | $11,252-97.8% |