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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,051 | $83,337-39.9% | $67,834-26.2% | $273,972-81.7% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 6.87% | 259.45%-252.6pp | 138.47%-131.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,322 | $3,287-59.8% | $2,403-45.0% | $4,869-72.8% |
| Participant deferral / active EE | $2,144 | $4,088-47.5% | $3,160-32.1% | $5,287-59.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |