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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,483 | $93,346-55.6% | $71,796-42.2% | $273,972-84.9% |
| Participation rate | 73.9% | 76.5%-2.6pp | 69.1%+4.8pp | 83.0%-9.1pp |
| Annual return | 7.66% | 130.39%-122.7pp | 78.04%-70.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,357 | $2,733-50.4% | $1,924-29.5% | $4,869-72.1% |
| Participant deferral / active EE | $4,572 | $3,475+31.6% | $2,794+63.6% | $5,287-13.5% |
| Admin fee / account holder | $211 | $6,571-96.8% | $4,815-95.6% | $10,133-97.9% |