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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,325 | $150,207-67.2% | $120,380-59.0% | $145,978-66.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 22.49% | 154.28%-131.8pp | 107.28%-84.8pp | 550.52%-528.0pp |
| Employer contribution / active EE | $1,283 | $4,351-70.5% | $3,465-63.0% | $4,662-72.5% |
| Participant deferral / active EE | $2,256 | $6,175-63.5% | $4,992-54.8% | $6,690-66.3% |
| Admin fee / account holder | $9 | $12,203-99.9% | $9,421-99.9% | $13,400-99.9% |