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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,188 | $97,125-51.4% | $86,233-45.3% | $137,256-65.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 13.12% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,462 | $2,841+92.2% | $2,504+118.1% | $4,156+31.4% |
| Participant deferral / active EE | $10,363 | $5,180+100.1% | $4,559+127.3% | $6,407+61.7% |
| Admin fee / account holder | $128 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |