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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,559 | $99,995-50.4% | $85,063-41.7% | $145,978-66.1% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.48% | 83.99%-72.5pp | 66.54%-55.1pp | 550.52%-539.0pp |
| Employer contribution / active EE | $2,402 | $3,231-25.7% | $2,727-11.9% | $4,662-48.5% |
| Participant deferral / active EE | $8,251 | $5,295+55.8% | $4,523+82.4% | $6,690+23.3% |
| Admin fee / account holder | $268 | $7,255-96.3% | $6,155-95.7% | $13,400-98.0% |