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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,886 | $156,616-68.1% | $133,346-62.6% | $198,609-74.9% |
| Participation rate | 91.7% | 77.7%+13.9pp | 72.8%+18.8pp | 82.4%+9.3pp |
| Annual return | 18.26% | 44.25%-26.0pp | 36.85%-18.6pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,187 | $3,368-64.7% | $2,853-58.4% | $5,055-76.5% |
| Participant deferral / active EE | $5,640 | $4,920+14.7% | $4,332+30.2% | $6,977-19.2% |
| Admin fee / account holder | $64 | $17,468-99.6% | $14,264-99.5% | $19,030-99.7% |