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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,071 | $108,882-51.3% | $96,754-45.1% | $154,746-65.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 21.19% | 98.39%-77.2pp | 82.04%-60.8pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,012 | $3,018-33.3% | $2,679-24.9% | $4,379-54.1% |
| Participant deferral / active EE | $3,681 | $5,323-30.8% | $4,758-22.6% | $6,730-45.3% |
| Admin fee / account holder | $18 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |