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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,085 | $107,368-59.9% | $92,915-53.6% | $152,909-71.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 21.02% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,023 | $4,222-52.1% | $3,653-44.6% | $4,764-57.5% |
| Participant deferral / active EE | $4,058 | $4,848-16.3% | $4,238-4.3% | $5,851-30.7% |
| Admin fee / account holder | $296 | $7,082-95.8% | $5,796-94.9% | $11,601-97.4% |