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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,223 | $157,829-66.9% | $136,867-61.8% | $198,609-73.7% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 15.89% | 51.25%-35.4pp | 42.97%-27.1pp | 202.70%-186.8pp |
| Employer contribution / active EE | $3,205 | $3,923-18.3% | $3,547-9.6% | $5,055-36.6% |
| Participant deferral / active EE | $10,015 | $5,463+83.3% | $4,924+103.4% | $6,977+43.6% |
| Admin fee / account holder | $58 | $11,107-99.5% | $10,340-99.4% | $19,030-99.7% |