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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,651 | $43,730+31.8% | $121,220-52.4% | $64,173-10.2% |
| Participation rate | 72.4% | 58.3%+14.1pp | 71.8%+0.7pp | 69.6%+2.8pp |
| Annual return | -5.94% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,623 | $1,297+25.1% | $4,023-59.7% | $2,381-31.9% |
| Participant deferral / active EE | $3,798 | $2,281+66.5% | $3,345+13.5% | $3,470+9.5% |
| Admin fee / account holder | $52 | $3,502-98.5% | $5,021-99.0% | $4,887-98.9% |