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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,024 | $126,113-61.1% | $116,096-57.8% | $155,188-68.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 73.3%+16.7pp | 80.8%+9.2pp |
| Annual return | 20.30% | 391.72%-371.4pp | 326.25%-305.9pp | 148.84%-128.5pp |
| Employer contribution / active EE | $7,166 | $2,672+168.2% | $2,503+186.2% | $4,248+68.7% |
| Participant deferral / active EE | $4,563 | $4,162+9.6% | $3,952+15.5% | $6,531-30.1% |
| Admin fee / account holder | $81 | $8,045-99.0% | $7,704-98.9% | $14,480-99.4% |