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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,352 | $69,230-40.3% | $64,085-35.5% | $139,427-70.3% |
| Participation rate | 81.3% | 75.6%+5.7pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 19.20% | 45.89%-26.7pp | 33.69%-14.5pp | 373.27%-354.1pp |
| Employer contribution / active EE | $2,232 | $3,182-29.8% | $2,747-18.7% | $4,752-53.0% |
| Participant deferral / active EE | $7,862 | $4,681+68.0% | $3,881+102.6% | $6,711+17.2% |
| Admin fee / account holder | $220 | $4,246-94.8% | $3,069-92.8% | $11,404-98.1% |