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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,893 | $183,592-72.8% | $155,567-67.9% | $145,959-65.8% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 12.44% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,907 | $5,315-64.1% | $4,674-59.2% | $4,661-59.1% |
| Participant deferral / active EE | $3,191 | $6,464-50.6% | $5,628-43.3% | $6,689-52.3% |
| Admin fee / account holder | $180 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |