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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,713 | $58,311-19.9% | $81,882-43.0% | $80,959-42.3% |
| Participation rate | 84.1% | 63.5%+20.6pp | 72.4%+11.7pp | 67.7%+16.4pp |
| Annual return | 17.55% | 41.85%-24.3pp | 779.47%-761.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,143 | $2,347-51.3% | $2,916-60.8% | $2,757-58.5% |
| Participant deferral / active EE | $4,518 | $3,287+37.5% | $4,323+4.5% | $4,300+5.1% |
| Admin fee / account holder | $158 | $4,752-96.7% | $7,360-97.8% | $6,925-97.7% |