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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,193 | $82,674-47.8% | $125,363-65.5% | $68,495-36.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | 11.88% | -5.97%+17.8pp | 572.15%-560.3pp | -7.84%+19.7pp |
| Employer contribution / active EE | $3,263 | $3,382-3.5% | $4,815-32.2% | $2,596+25.7% |
| Participant deferral / active EE | $6,672 | $6,111+9.2% | $7,447-10.4% | $4,028+65.7% |
| Admin fee / account holder | $297 | $6,276-95.3% | $10,005-97.0% | $5,403-94.5% |