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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,577 | $85,766-67.8% | $136,298-79.8% | $70,126-60.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 23.49% | 31.46%-8.0pp | 5156.27%-5132.8pp | 73.15%-49.7pp |
| Employer contribution / active EE | $2,959 | $2,966-0.2% | $4,696-37.0% | $2,343+26.3% |
| Participant deferral / active EE | $5,996 | $5,051+18.7% | $6,247-4.0% | $3,332+79.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |