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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,352 | $69,274-40.3% | $64,097-35.5% | $139,487-70.4% |
| Participation rate | 81.3% | 75.6%+5.6pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 19.20% | 46.00%-26.8pp | 33.75%-14.5pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,232 | $3,187-30.0% | $2,750-18.8% | $4,755-53.0% |
| Participant deferral / active EE | $7,862 | $4,685+67.8% | $3,881+102.6% | $6,713+17.1% |
| Admin fee / account holder | $220 | $4,247-94.8% | $3,070-92.8% | $11,407-98.1% |