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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,433 | $102,638-45.0% | $81,991-31.2% | $158,966-64.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.3%+16.5pp | 82.0%+3.8pp |
| Annual return | 18.36% | 61.05%-42.7pp | 41.31%-23.0pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,063 | $3,241-36.3% | $2,498-17.4% | $4,762-56.7% |
| Participant deferral / active EE | $5,172 | $4,649+11.2% | $3,722+38.9% | $5,983-13.6% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,250-99.8% |