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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,383 | $100,901-44.1% | $75,501-25.3% | $147,585-61.8% |
| Participation rate | 89.5% | 77.1%+12.3pp | 72.4%+17.1pp | 82.8%+6.6pp |
| Annual return | 15.42% | 35.78%-20.4pp | 27.35%-11.9pp | 578.58%-563.2pp |
| Employer contribution / active EE | $5,147 | $3,253+58.2% | $2,352+118.9% | $4,876+5.6% |
| Participant deferral / active EE | $5,204 | $4,027+29.2% | $3,142+65.6% | $5,439-4.3% |
| Admin fee / account holder | $77 | $11,285-99.3% | $5,801-98.7% | $10,886-99.3% |