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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,327 | $85,766-32.0% | $136,297-57.2% | $70,124-16.8% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 21.15% | 31.45%-10.3pp | 5156.19%-5135.0pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,234 | $2,966+9.0% | $4,696-31.1% | $2,342+38.1% |
| Participant deferral / active EE | $4,981 | $5,051-1.4% | $6,247-20.3% | $3,332+49.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |