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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,118 | $69,248-37.7% | $64,101-32.7% | $139,466-69.1% |
| Participation rate | 81.3% | 75.6%+5.7pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 20.18% | 45.95%-25.8pp | 33.72%-13.5pp | 373.66%-353.5pp |
| Employer contribution / active EE | $516 | $3,185-83.8% | $2,749-81.2% | $4,754-89.1% |
| Participant deferral / active EE | $3,479 | $4,682-25.7% | $3,881-10.3% | $6,712-48.2% |
| Admin fee / account holder | $272 | $4,247-93.6% | $3,070-91.1% | $11,409-97.6% |