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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,365 | $100,073-42.7% | $85,126-32.6% | $145,877-60.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.05% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $5,479 | $3,236+69.3% | $2,731+100.6% | $4,663+17.5% |
| Participant deferral / active EE | $8,128 | $5,294+53.5% | $4,523+79.7% | $6,691+21.5% |
| Admin fee / account holder | $260 | $7,261-96.4% | $6,160-95.8% | $13,402-98.1% |