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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,684 | $152,612-60.2% | $125,192-51.5% | $152,897-60.3% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 18.93% | 54.85%-35.9pp | 43.79%-24.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,672 | $4,947-66.2% | $3,866-56.7% | $4,764-64.9% |
| Participant deferral / active EE | $4,022 | $5,868-31.5% | $4,937-18.5% | $5,851-31.3% |
| Admin fee / account holder | $76 | $13,437-99.4% | $9,704-99.2% | $11,599-99.3% |