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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,346 | $99,652-50.5% | $78,778-37.4% | $147,586-66.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 22.74% | 47.28%-24.5pp | 35.62%-12.9pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,535 | $2,796-9.3% | $1,986+27.7% | $4,876-48.0% |
| Participant deferral / active EE | $5,938 | $3,664+62.1% | $2,958+100.7% | $5,439+9.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |