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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,498 | $148,629-71.4% | $135,982-68.7% | $139,487-69.5% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.04% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,032 | $5,247-61.3% | $4,859-58.2% | $4,755-57.3% |
| Participant deferral / active EE | $5,837 | $8,102-28.0% | $7,760-24.8% | $6,713-13.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |