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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,525 | $152,592-65.6% | $125,180-58.0% | $152,885-65.6% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 25.37% | 54.84%-29.5pp | 43.79%-18.4pp | 345.39%-320.0pp |
| Employer contribution / active EE | $2,534 | $4,947-48.8% | $3,866-34.5% | $4,763-46.8% |
| Participant deferral / active EE | $7,738 | $5,868+31.9% | $4,937+56.7% | $5,851+32.3% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |