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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,484 | $105,929-59.0% | $81,716-46.8% | $158,966-72.6% |
| Participation rate | 91.3% | 75.6%+15.7pp | 72.0%+19.3pp | 82.0%+9.3pp |
| Annual return | 19.85% | 38.19%-18.3pp | 29.49%-9.6pp | 302.95%-283.1pp |
| Employer contribution / active EE | $2,415 | $7,802-69.1% | $4,310-44.0% | $4,762-49.3% |
| Participant deferral / active EE | $4,631 | $13,007-64.4% | $7,108-34.8% | $5,983-22.6% |
| Admin fee / account holder | $5 | $8,492-99.9% | $5,159-99.9% | $11,250-100.0% |