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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,080 | $48,053-10.3% | $84,637-49.1% | $72,976-41.0% |
| Participation rate | 96.0% | 57.6%+38.4pp | 68.2%+27.8pp | 69.5%+26.5pp |
| Annual return | 23.76% | 37.39%-13.6pp | 258.82%-235.1pp | 81.02%-57.3pp |
| Employer contribution / active EE | $486 | $1,602-69.7% | $2,653-81.7% | $2,440-80.1% |
| Participant deferral / active EE | $3,760 | $2,681+40.3% | $3,900-3.6% | $3,608+4.2% |
| Admin fee / account holder | $269 | $3,395-92.1% | $4,914-94.5% | $5,124-94.8% |