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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,470 | $72,071-27.2% | $68,368-23.3% | $137,256-61.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.42% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,090 | $2,788-25.0% | $2,649-21.1% | $4,156-49.7% |
| Participant deferral / active EE | $5,516 | $4,410+25.1% | $4,123+33.8% | $6,407-13.9% |
| Admin fee / account holder | $39 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |