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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,807 | $85,766-43.1% | $136,298-64.2% | $70,126-30.4% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 22.50% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,753 | $2,966-40.9% | $4,696-62.7% | $2,343-25.2% |
| Participant deferral / active EE | $4,394 | $5,051-13.0% | $6,247-29.7% | $3,332+31.9% |
| Admin fee / account holder | $229 | $5,421-95.8% | $9,244-97.5% | $4,645-95.1% |