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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,738 | $85,766-23.4% | $136,298-51.8% | $70,126-6.3% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 18.62% | 31.46%-12.8pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $555 | $2,966-81.3% | $4,696-88.2% | $2,343-76.3% |
| Participant deferral / active EE | $3,335 | $5,051-34.0% | $6,247-46.6% | $3,332+0.1% |
| Admin fee / account holder | $244 | $5,421-95.5% | $9,244-97.4% | $4,645-94.7% |