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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,559 | $100,203-50.5% | $85,240-41.9% | $145,897-66.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.48% | 84.28%-72.8pp | 66.75%-55.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,402 | $3,242-25.9% | $2,735-12.2% | $4,663-48.5% |
| Participant deferral / active EE | $8,251 | $5,299+55.7% | $4,527+82.2% | $6,689+23.3% |
| Admin fee / account holder | $268 | $7,265-96.3% | $6,165-95.7% | $13,390-98.0% |