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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,039 | $52,911+2.1% | $73,309-26.3% | $59,633-9.4% |
| Participation rate | 72.0% | 68.2%+3.8pp | 74.9%-2.9pp | 68.7%+3.3pp |
| Annual return | 80.83% | 12.20%+68.6pp | 5.67%+75.2pp | 2041.45%-1960.6pp |
| Employer contribution / active EE | $5,045 | $1,909+164.3% | $3,237+55.8% | $2,203+129.0% |
| Participant deferral / active EE | $8,897 | $4,069+118.6% | $4,991+78.3% | $3,192+178.7% |
| Admin fee / account holder | $234 | $3,835-93.9% | $5,635-95.8% | $4,297-94.6% |