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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,419 | $95,979-51.6% | $74,551-37.7% | $135,380-65.7% |
| Participation rate | 82.4% | 75.7%+6.7pp | 69.1%+13.2pp | 82.6%-0.3pp |
| Annual return | 8.99% | 56.97%-48.0pp | 32.53%-23.5pp | 519.81%-510.8pp |
| Employer contribution / active EE | $2,267 | $2,716-16.6% | $1,961+15.6% | $4,779-52.6% |
| Participant deferral / active EE | $4,296 | $3,844+11.8% | $3,108+38.2% | $5,609-23.4% |
| Admin fee / account holder | $159 | $6,522-97.6% | $5,059-96.9% | $10,828-98.5% |