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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,487 | $99,921-50.5% | $85,009-41.8% | $145,959-66.1% |
| Participation rate | 86.4% | 74.1%+12.3pp | 67.5%+18.9pp | 80.3%+6.1pp |
| Annual return | 11.79% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.2pp |
| Employer contribution / active EE | $6,116 | $3,233+89.2% | $2,728+124.1% | $4,661+31.2% |
| Participant deferral / active EE | $3,217 | $5,293-39.2% | $4,522-28.8% | $6,689-51.9% |
| Admin fee / account holder | $123 | $7,252-98.3% | $6,153-98.0% | $13,398-99.1% |