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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,532 | $108,226-46.8% | $77,513-25.8% | $158,950-63.8% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 21.49% | 31.67%-10.2pp | 54.81%-33.3pp | 302.91%-281.4pp |
| Employer contribution / active EE | $2,347 | $1,325+77.1% | $987+137.8% | $4,762-50.7% |
| Participant deferral / active EE | $6,340 | $2,456+158.2% | $1,861+240.7% | $5,983+6.0% |
| Admin fee / account holder | $27 | $3,710-99.3% | $2,859-99.1% | $11,248-99.8% |