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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,306 | $111,830-53.2% | $93,696-44.2% | $145,884-64.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.28% | 204.08%-193.8pp | 133.74%-123.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,695 | $3,093-45.2% | $2,422-30.0% | $4,662-63.7% |
| Participant deferral / active EE | $5,410 | $4,920+9.9% | $4,417+22.5% | $6,690-19.1% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |