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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,620 | $89,364-35.5% | $141,177-59.2% | $72,983-21.1% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 27.49% | 111.86%-84.4pp | 71.40%-43.9pp | 81.01%-53.5pp |
| Employer contribution / active EE | $1,522 | $3,115-51.1% | $4,736-67.9% | $2,440-37.6% |
| Participant deferral / active EE | $15,129 | $5,419+179.2% | $6,710+125.5% | $3,608+319.4% |
| Admin fee / account holder | $255 | $5,959-95.7% | $10,263-97.5% | $5,124-95.0% |