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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,870 | $85,766-32.5% | $136,298-57.5% | $70,126-17.5% |
| Participation rate | 75.9% | 74.2%+1.7pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 17.78% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,210 | $2,966-25.5% | $4,696-52.9% | $2,343-5.7% |
| Participant deferral / active EE | $5,215 | $5,051+3.2% | $6,247-16.5% | $3,332+56.5% |
| Admin fee / account holder | $29 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |