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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,387 | $106,247-52.6% | $147,096-65.7% | $77,714-35.2% |
| Participation rate | 95.9% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 17.28% | 56.87%-39.6pp | 419.75%-402.5pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,270 | $4,069-68.8% | $4,936-74.3% | $2,727-53.4% |
| Participant deferral / active EE | $4,411 | $7,996-44.8% | $8,071-45.3% | $4,649-5.1% |
| Admin fee / account holder | $112 | $338-67.0% | $13,005-99.1% | $433-74.2% |