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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,387 | $106,264-52.6% | $147,117-65.8% | $77,762-35.2% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.8pp | 70.6%+25.3pp |
| Annual return | 17.28% | 56.94%-39.7pp | 420.54%-403.3pp | 31.27%-14.0pp |
| Employer contribution / active EE | $1,270 | $4,074-68.8% | $4,932-74.3% | $2,728-53.5% |
| Participant deferral / active EE | $4,411 | $8,003-44.9% | $8,065-45.3% | $4,651-5.1% |
| Admin fee / account holder | $112 | $334-66.6% | $12,993-99.1% | $433-74.2% |