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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,615 | $85,766-36.3% | $136,298-59.9% | $70,126-22.1% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 15.64% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $5,346 | $2,966+80.2% | $4,696+13.8% | $2,343+128.2% |
| Participant deferral / active EE | $3,767 | $5,051-25.4% | $6,247-39.7% | $3,332+13.1% |
| Admin fee / account holder | $286 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |