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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,559 | $99,921-50.4% | $85,009-41.7% | $145,959-66.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.48% | 83.89%-72.4pp | 66.47%-55.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,402 | $3,233-25.7% | $2,728-12.0% | $4,661-48.5% |
| Participant deferral / active EE | $8,251 | $5,293+55.9% | $4,522+82.5% | $6,689+23.4% |
| Admin fee / account holder | $268 | $7,252-96.3% | $6,153-95.7% | $13,398-98.0% |