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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,564 | $115,814-61.5% | $101,275-56.0% | $158,982-72.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 16.65% | 56.16%-39.5pp | 46.48%-29.8pp | 302.99%-286.3pp |
| Employer contribution / active EE | $3,386 | $4,176-18.9% | $3,660-7.5% | $4,763-28.9% |
| Participant deferral / active EE | $5,556 | $4,958+12.1% | $4,371+27.1% | $5,983-7.1% |
| Admin fee / account holder | $43 | $7,249-99.4% | $5,948-99.3% | $11,252-99.6% |