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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,557 | $103,392-53.0% | $87,104-44.3% | $152,897-68.2% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 14.95% | 28.10%-13.1pp | 28.19%-13.2pp | 345.43%-330.5pp |
| Employer contribution / active EE | $2,177 | $3,221-32.4% | $2,521-13.7% | $4,764-54.3% |
| Participant deferral / active EE | $4,553 | $4,778-4.7% | $4,048+12.5% | $5,851-22.2% |
| Admin fee / account holder | $77 | $12,194-99.4% | $7,491-99.0% | $11,599-99.3% |