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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,500 | $98,776-30.7% | $149,745-54.3% | $79,856-14.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 20.13% | 27.38%-7.2pp | 276.72%-256.6pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,642 | $3,217-17.9% | $4,646-43.1% | $2,471+6.9% |
| Participant deferral / active EE | $11,386 | $5,681+100.4% | $6,843+66.4% | $3,741+204.4% |
| Admin fee / account holder | $247 | $6,053-95.9% | $9,312-97.3% | $5,306-95.3% |