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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,090 | $106,918-55.0% | $84,021-42.8% | $152,897-68.5% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.5%+2.5pp |
| Annual return | 20.75% | 105.01%-84.3pp | 71.32%-50.6pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,949 | $2,735-28.8% | $1,984-1.8% | $4,764-59.1% |
| Participant deferral / active EE | $3,321 | $4,012-17.2% | $3,239+2.5% | $5,851-43.2% |
| Admin fee / account holder | $2 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |